Running a Business: Strategic Planning for Sustainable Success
Running your own business takes vision, resilience, and strategic thinking. Whether you’re a seasoned entrepreneur or launching your dream venture, managing a business comes with unique challenges and complex decisions—especially when it comes to your finances. At Cornerstone Capital Financial Group, our mission is to educate, empower, and enrich business owners by providing clear, customized financial guidance every step of the way.
We partner with entrepreneurs, incorporated professionals, and small business owners at every stage of growth—from startup to succession—to help you align your business operations with your long-term goals. Our team offers independent, objective advice so you can make informed choices that support both professional success and personal well-being.
Supporting Business Owners Every Step of the Way
Cash Flow & Capital Management
Many businesses experience fluctuating cash flow or limited access to capital. Whether you’re evaluating the Canada Small Business Financing Program, applying for grants, or managing business credit, we help you build a financial strategy that supports growth and sustainability. Financial wellness for your business begins with smart cash flow decisions.
Tax-Efficient Business Structures
Your business structure matters. We work with your accounting professionals to help ensure your operations are as tax-efficient as possible—from income splitting and corporate investments to retirement savings strategies and succession planning. Keeping more of what you earn enables you to reinvest in your goals.
Employee Retention & Benefit Planning
In today’s competitive market, attracting and retaining top talent requires more than a fair wage. Business owners who offer extended health and dental plans, vision care, and group retirement options gain a competitive edge. We help you design compensation strategies that reflect your values while supporting employee wellness.
Business Continuity & Key Person Protection
If your business relies on a founder or key employee, unexpected events can be disruptive. We guide you in implementing Key Person Insurance, critical illness, and disability protection to safeguard your operations. Protecting your most valuable asset—yourself—is key to long-term resilience.
Personal Retirement Planning Beyond the Business
Too often, business owners count on the eventual sale of their business to fund retirement. We help you create diversified retirement strategies that include tax-efficient investing, corporate class investments, and personal savings plans. This approach allows you to build wealth while preparing for a secure retirement—on your terms.
Risk Management & Legacy Planning
Life happens—often when you least expect it. From life insurance advice to succession and estate planning services, we help you develop a comprehensive plan that protects your business and your family’s future. A well-structured risk management plan enriches both your financial security and your peace of mind.
Educate. Empower. Enrich.
At Cornerstone Capital Financial Group, we’re more than financial planners—we’re long-term partners in your business journey. With over 140 years of combined experience, our team of Certified Financial Planners (CFPs) brings deep knowledge, practical insight, and unwavering support to help you succeed.
Whether you’re optimizing operations, planning for succession, or building a legacy, we’re here to educate you with the information you need, empower you with clear strategies, and enrich your financial future.
