Serving Ontario

business Succession and Estate Planning

If you’re like most business owners, you have spent time, energy and passion building and growing your business and want to make sure that it is handled the way YOU want it to be once you’re gone.  In order to do that we help you answer important questions, create a customized plan and put together the experts, tools and services you need to ensure that your wishes are carried out.

  • Do you want to leave your business to your partner(s)?  If so, how will your family be compensated?
  • Do you want to leave your business to your family? If so, to all of them, one in particular, how do you segment it fairly?
  • What are the tax implications of my succession plan?
  • How do I fund that succession plan?
  • What legal documents do I need to ensure my wishes are carried out?

A lack of planning can dilute the legacy of your business and wealth.  We can assess your needs, help you to determine the plan you want to implement an then assemble the team of experts that can help you make it happen.


Client, Toronto ON

Before meeting with Lion’s Share Wealth Management we had a scare when we almost lost our President and founder to a health issue, with no plan in place. Our Licensed Financial Professional educated us on our options, provided solutions to our challenges and put together a team of experts we can trust to ensure a seamless and tax-effective transfer of wealth and succession of our business management

Set up a discovery call with a Licensed Financial Professional at Lion’s Share Wealth Management today to ensure that your plans are in order.

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