{"id":8132,"date":"2024-05-24T20:59:29","date_gmt":"2024-05-25T00:59:29","guid":{"rendered":"https:\/\/objectivefinancialpartners.com\/nos-services\/planification-financiere-pour-les-proprietaires-dentreprise\/"},"modified":"2026-04-27T10:38:01","modified_gmt":"2026-04-27T14:38:01","slug":"planification-financiere-pour-les-proprietaires-dentreprise","status":"publish","type":"page","link":"https:\/\/objectivefinancialpartners.com\/fr\/nos-services\/planification-financiere-pour-les-proprietaires-dentreprise\/","title":{"rendered":"Planification financi\u00e8re pour les propri\u00e9taires d\u2019entreprise"},"content":{"rendered":"\r\n<h1>Financial Planning for Business Owners &amp; Corporations in Canada<\/h1>\r\n<h2>Fee Only, Advice Only Financial Planning for Businesses<\/h2>\r\n<p>At Objective Financial Partners, we specialize in fee\u2011only, advice\u2011only financial planning for business owners and incorporated professionals. That means no product sales, no commissions, and no conflicts of interest &#8211; just objective guidance to help you make confident, informed decisions about your corporate and personal finances.<\/p>\r\n<p>Founded by Jason Heath, CFP, one of Canada&rsquo;s leading fee\u2011only planners, we bring decades of experience in financial, tax, and estate planning. Our mission is to help business owners clarify their finances, optimize corporate decisions, and achieve long\u2011term personal and business goals.<\/p>\r\n<h2>Why Business Owners Need Specialized Financial Planning<\/h2>\r\n<p>Business owners face decisions that affect both personal wealth and corporate health, such as:<\/p>\r\n<ul>\r\n<li>Choosing the optimal corporate structure<\/li>\r\n<li>Deciding on owner compensation (salary vs. dividends)<\/li>\r\n<li>Balancing reinvestment with debt management<\/li>\r\n<li>Integrating tax strategy with long\u2011term personal and business objectives<\/li>\r\n<li>Planning for succession, exit, or retirement<\/li>\r\n<\/ul>\r\n<p>General planning often misses these nuances. Our specialized service ensures your financial plan is holistic, integrated, and actionable.<\/p>\r\n<p><a href=\"https:\/\/app.acuityscheduling.com\/schedule.php?owner=18562846&amp;appointmentType=31656255\" target=\"_self\"> Book a Free Call With Our Corporate Experts <\/a><\/p>\r\n<h2>Our Services<\/h2>\r\n<h3>Strategic Corporate Financial Planning<\/h3>\r\n<ul>\r\n<li>Corporate structure and ownership reviews<\/li>\r\n<li>Cash flow analysis and shareholder compensation planning<\/li>\r\n<li>Tax planning integrated with personal goals<\/li>\r\n<li>Investment strategy for corporations or holding companies<\/li>\r\n<li>Business succession and exit planning<\/li>\r\n<\/ul>\r\n<p>Every plan is customized, not cookie\u2011cutter, and designed to optimize both short\u2011term operations and long\u2011term objectives.<\/p>\r\n<h3>Integrated Corporate Tax &amp; Accounting<\/h3>\r\n<ul>\r\n<li>Corporate, personal, and trust tax return preparation<\/li>\r\n<li>Bookkeeping and financial reporting support<\/li>\r\n<li>Proactive tax strategies to reduce risk and maximize efficiency<\/li>\r\n<li>Coordination with your personal financial plan<\/li>\r\n<\/ul>\r\n<p>This integrated approach ensures your tax planning supports, rather than conflicts with, your broader goals.<\/p>\r\n<h2>Who We Serve<\/h2>\r\n<h3>We work with Canadian business owners of all sizes:<\/h3>\r\n<ul>\r\n<li>Sole proprietors and small business owners<\/li>\r\n<li>Incorporated entrepreneurs and professionals<\/li>\r\n<li>Growth\u2011stage corporations<\/li>\r\n<li>Families with holding companies<\/li>\r\n<li>Remote clients across Canada<\/li>\r\n<\/ul>\r\n<p>Our planning covers everything from growth and succession to retirement and exit strategies.<\/p>\r\n<p><a href=\"https:\/\/app.acuityscheduling.com\/schedule.php?owner=18562846&amp;appointmentType=31656255\" target=\"_self\"> Book a Free Call With Our Corporate Experts <\/a><\/p>\r\n<h2>Why Choose Objective Financial Partners?<\/h2>\r\n<h3>No product sales:<\/h3>\r\n<p>Our guidance is completely independent<\/p>\r\n<h3>Holistic planning:<\/h3>\r\n<p>Business and personal finances integrated<\/p>\r\n<h3>Experienced team:<\/h3>\r\n<p>CFP\/ F. Pl. (Qu\u00e9bec) professionals with deep corporate and tax expertise<\/p>\r\n<h3>Complementary accounting:<\/h3>\r\n<p>We offer tax planning and accounting services<\/p>\r\n<h3>Proven Process:<\/h3>\r\n<p>Data\u2011driven planning and clear actionable steps<\/p>\r\n<h2>Frequently Asked Questions<\/h2>\r\n<p>What services do you offer for business owners and corporations?<\/p>\r\n<p>We provide fee\u2011only, advice\u2011only financial planning covering corporate structure, compensation, tax integration, retirement planning, and succession strategy, along with corporate and personal tax preparation.<\/p>\r\n<p>Do you work with incorporated professionals and holding companies?<\/p>\r\n<p>Yes &#8211; physicians, dentists, lawyers, consultants, and families with holding companies are a core part of our practice.<\/p>\r\n<p>How often should I review my financial plan as an incorporated owner-manager?<\/p>\r\n<p>Financial planning for a business owner tends to be more fluid than a salaried employee with a pension plan. As a result, it makes ongoing, proactive planning even more important and impactful.<\/p>\r\n<p>Can you help me decide between salary and dividends?<\/p>\r\n<p>Yes. We analyze the tax and cash\u2011flow implications of each option and integrate it into your overall financial plan on an annual basis.<\/p>\r\n<p>How is financial planning different from regular tax accounting?<\/p>\r\n<p>Accounting ensures compliance and accurate returns. Financial planning goes beyond compliance, aligning your corporate and personal finances with long\u2011term goals.<\/p>\r\n<p>Do you work with business owners outside Toronto?<\/p>\r\n<p>Yes. We work remotely with clients across Canada, offering secure online meetings and cloud server access.<\/p>\r\n<p>Why choose a fee only financial planner?<\/p>\r\n<p>We do not sell products or receive commissions. Our guidance is completely objective, focused solely on your best interests. We can take your tax filing to the next level, to ensure you are doing tax planning as well.<\/p>\r\n<p>Can you help with succession and exit planning?<\/p>\r\n<p>Absolutely. We create strategies for succession, sale, or transition, ensuring your business and personal wealth goals are aligned.<\/p>\r\n<p>What tax services do you offer to business owners?<\/p>\r\n<p>We can prepare personal (T1), corporate (T2), and trust (T3) tax returns, as well as providing bookkeeping and payroll services.<\/p>\r\n<h2>Get Started<\/h2>\r\n<h3>Your business deserves an objective financial planning partner.<\/h3>\r\n<p>Book a complimentary consultation to align your business strategy with your long\u2011term personal and financial goals.<div class=\"fl-builder-content fl-builder-content-7690 fl-builder-template fl-builder-module-template fl-builder-global-templates-locked\" data-post-id=\"7690\"><div  class=\"fl-module fl-module-button fl-button-wrap fl-button-width-auto fl-button-left fl-node-25xosjr3mvwl\" data-node=\"25xosjr3mvwl\">\n\t\t\t<a href=\"https:\/\/app.acuityscheduling.com\/schedule.php?owner=18562846&#038;appointmentType=31656255\"  target=\"_self\"  class=\"fl-button\" >\n\t\t\t\t\t\t\t<span class=\"fl-button-text\">Book a Free Call With Our Corporate Experts<\/span>\n\t\t\t\t\t<\/a>\n\t<\/div>\n<\/div><\/p>\r\n","protected":false},"excerpt":{"rendered":"<p>Financial Planning for Business Owners &amp; Corporations in Canada Fee Only, Advice Only Financial Planning for Businesses At Objective Financial Partners, we specialize in fee\u2011only, advice\u2011only financial planning for business owners and incorporated professionals. That means no product sales, no commissions, and no conflicts of interest &#8211; just objective guidance to help you make confident,&hellip;<\/p>\n","protected":false},"author":16,"featured_media":0,"parent":8003,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-8132","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Planification financi\u00e8re pour les soci\u00e9t\u00e9s et les propri\u00e9taires d\u2019entreprises au Canada<\/title>\n<meta name=\"description\" content=\"Planification financi\u00e8re et conseils pour les entreprises au Canada. 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