Attract new clients
Business owners, especially those in the high-net-worth demographic, often present a complex financial planning challenge due to tied-up assets and unique needs. Attract these lucrative clients by equipping your advisors with the depth of business planning functionality in NaviPlan.
Serve unique needs
Canadian business owners have a unique set of needs compared to a standard set of clients. Among them, are managing cash flows between operating and holding companies, handling private corporation taxes, and separating business and personal finances.
Succession planning
Canadian business owners have a unique set of needs compared to a standard set of clients. Among them, are managing cash flows between operating and holding companies, handling private corporation taxes, and separating business and personal finances.