Wealth Management Experts in London Delivering Comprehensive Business Succession Planning Solutions

Ensuring the long-term sustainability of your business is something you should start planning for well in advance to protect all parties involved. At Ford Keast LLP, we work with businesses to develop customized and comprehensive business succession and estate plans designed to minimize internal disruption and mitigate taxes whenever possible. So, whether you are winding up a business with an eye toward retirement or looking to hand over the reins to trusted successors, we will work with you to develop the most beneficial strategy possible.

Many of our professional accounting and business experts are business owners themselves. We understand the importance of seeing that the legacy you created is protected and your wishes carried out. That is why we are dedicated to creating a business succession and estate plan to meet your individual requirements.

Wealth Management

At Ford Keast LLP, we believe that one of our unique offerings that helps to set us apart is our integrated approach to serving our clients. The integration of accounting, financial planning and investment management truly benefits our clients. They know that a team is working together, helping them reach their goals.

Our expert team will help you develop a comprehensive holistic financial plan and advise on the insurance to best meet your specific requirements. The professional accountants and financial advisors at Ford Keast LLP have years of investment experience, advising on RRSPs, TFSAs, RRIFs, RESPs, RDSPs, and we can help you to understand what rate of return you should expect on your investments, and when would be the best time to begin drawing from your RRSP savings.

*The Partners of Ford Keast LLP have an ownership interest in both Ford Keast Wealth Management Inc. & Independent Accountant’s Investment Counsel Inc.

Insurance

Choosing the insurance to best meet your needs is a crucial step to achieving your long-term financial goals. Whether you are considering Term Insurance, Whole Life Insurance, Permanent Insurance, or Universal Life Insurance, our experienced accountants and financial experts can advise on the best insurance program as well as how much insurance you will need to suit your specific requirements.

Ford Keast LLP was built and continues to grow on a foundation of trust. We know that trust is earned and not given, so we strive to put our clients’ needs and goals first. Every client is important to us, and we care for every client. We understand that financial planning and investment management are broadly used terms; we help each client to figure out what it means for them, for the stage that they are at in life. We don’t use a cookie-cutter approach but rather customize our approach and solution for every person, couple, or household.

Our Wealth Management Services:

  • Comprehensive financial planning
  • Investment management through Independent Accountants’ Investment Counsel Inc. *  (IAIC)
  • Retirement planning
  • Education planning
  • Holistic financial planning
  • Life insurance
  • Critical illness insurance
  • Disability insurance
  • Estate planning
  • Tax planning (provided by Ford Keast LLP)
  • Wealth Management Resource Library

Business Succession

A comprehensive business succession plan is an essential element of a well-managed business. After putting in the time and hard work into building your legacy, you want the peace of mind that comes with knowing that your wishes will be carried out when the time comes for you to step down. Our business succession services are holistic, ensuring we view each step in the context of the bigger picture. Our experienced team assists with:

  • Obtaining accurate and reliable estimated business valuations
  • Strategizing cash flow to facilitate the transition without interruption
  • Identifying and addressing potential risks associated with succession
  • Managing the organization’s assets in the event of a sale of the business
  • Developing a tax strategy to minimize corporate and personal tax obligations

Estate Plan

Few people want to consider their demise or what could happen to their business in a worst-case scenario. But without an estate plan in place, your legacy could be vulnerable to disproportionate income tax and a complicated distribution of assets that may lead to unnecessary probate fees. Our team of professional accountants and financial experts can develop a thorough estate plan to ensure that both stakeholders and your loved ones will be protected.

Contact Ford Keast LLP in London for Comprehensive Wealth Management, Business Succession, and Estate Planning

At Ford Keast LLP, our team of talented Professional Chartered Accountants and financial experts ensure that our clients’ individual needs are met when developing wealth management and business succession plans. No matter your company’s specific needs, we can help. Let us keep an eye on the details, so you can focus on the big picture. To learn how we can help you, contact us online or by telephone at 519-679-9829.

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624 Maitland Street
London, Ontario N6B 2Z9
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T (519) 679-9330
F (519) 679-3204