Your business is your life...

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What is Business Planning?

A business plan includes...

An assessment of your business income, growth and key people of your business. You will recieve recomendations on how to protect cashflow, profits and health of your business.

Protect your dreams and future!

Your business is everything to you, your family and your employees. Without you, there is no future for many. We protect the dreams and future of your business.

Adjust & Achieve!

Through constant monitoring, and frequent reviews with you, we’ll consult with you and make changes to the strategies to keep your business protected!

Keep it Simple

We break business planning into four sections



Group Benefits

Reduce turnover
Attract better talent
Reduce taxes
Increase morale!

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

Income & Debt Protection

Cover essential operating expenses
Pay off debt
Keep business open!

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

Buy-Sell Funding

Protect business income
Provide liquidity options
Have an exit strategy!

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

Key Person Protection

Protect profits
Protect business growth
reduce costs for training

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Legal, copyright and trademark information.

Freedom 55 Financial and design are trademarks of The Canada Life Assurance Company.

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design and Quadrus group of Funds are trademarks of Quadrus Investment Services Ltd. Used with permission.

Mortgage referrals and insurance products, including segregated fund policies, are offered through Freedom 55 Financial, and John Lysack offers mutual funds through Quadrus Investment Services Ltd.

Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.