Corporations

We understand what keeps you up at night.

We've been there. As business owners, we know you're looking for tools and strategies to not only set yourself up for the future, but your employees too. Whether you're the owner of a large or small corporation, you may be interested in accounting strategies, employee and executive benefits, retirement plans, pensions, and succession planning.

Services

  • Retirement and Pensions

    You want to be able to set yourself and your employees up for retirement. There are tools available, such as individual and group retirement and pension plans, to make planning for retirement a little bit easier.

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  • Employee Benefits 

    Your employees are the backbone of your organization. Without them, your business may have a hard time staying afloat. This is why it is crucial to provide your employees with innovative benefit plans that can improve retention, morale, and quality of life.

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  • Succession Planning

    After many years of running your business, it may be time to begin thinking of who will take over once you retire or lower your responsibilities. The process of succession planning isn’t easy, but once you have a plan in place, you can feel confident that the future of your business is in good hands.

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  • Accounting Strategies

    Keeping track of your business finances can be done on your own or through the help of an accountant. However, there are specific accounting strategies that your corporation can implement that can help mitigate taxes and keep track of your taxes such as loss carryback and capital dividend accounts, respectively.

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Risk speaks to protecting against unexpected events?

Planning is bringing the future into the present so that you can do something about it now.

Creating wealth for your stakeholders

Beyond family, your focus is and always will be towards business. That is where we come in. At Sagium, we provide you guidance and expert solutions to support your business and its employees. We take the work off your plate to allow you more time to focus on your priorities.

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Corporate Focus

  • Rick Green headshot

    Rick Green

    Wealth Strategist, Partner

  • John Guderyan headshot

    John Guderyan

    Wealth Strategist, Partner

  • Kris Collacott

    Wealth Strategist

  • Mike Grovue headshot

    Mike Grovue

    Wealth Strategist, President

  • Financial planning for employees

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  • Critical illness & disability

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  • Business succession planning

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