​​Astute Strategies Inc.

North: 101 McIntyre St W, 4th Floor, North Bay ON P1B 2Y5

South: 200 Yorkland Blvd, Suite 960, Toronto, ON M2J 5C1

Phone: 416.262.4944

We provide advice in various ways, including one-off consultations, annual retainer packages for ongoing services, as well as stand-alone engagements for fixed or hourly fees. We offer a number of pre-designed packages that may suit your needs. We can also create customized engagements where required. Contact  us today to learn how our astute expertise may benefit you and your family.

Services

Company info

examples of customized reports and analyses

retirement cash flow optimization

benefits / optimization of incorporation

corporate structure planning

business exit planning

an easy to understand financial plan

Our comprehensive financial plan is designed to answer your most important questions about your financial picture. We provide you with:

     i. cash-flow sensitivity with respect to lifestyle affordability

     ii. retirement funding projections

     iii. an assessment of potential financial risks

     iv. saving and spending recommendations

Analysis of Your Investment Portfolio

Is your investment portfolio properly diversified? What are you paying in fees? Is the portfolio tax efficient? You may be earning various different types of investment income, which under our tax rules, will be taxed at different rates. We can review the tax performance expectations of your holdings to determine which investments should be held in your registered accounts, non-registered accounts and tax-free savings accounts.

owner/manager tax and Estate planning

As an owner of a business, chances are that much of your personal financial life is tied to your business in any number of ways. Whether working independently to provide an independent opinion, or in conjunction with your existing accountant, lawyer and/or financial advisor, we can help you understand the various planning areas and help structure your affairs to optimize your situation. We provide advice and recommendations regarding:

     i. cash flow and retirement calculations including projections relating to the corporation

     ii. review of capital structure of the corporation

     iii. assessment of suitability of a holding company and/or a family trust

     iv. assessment of family members as shareholders where applicable

     v. annual compensation planning

     vi. review of sale, succession or wind-up planning

our SERVICES for business owners and professionals