Greg French, Certified Financial Planner Email & Phone Number

The landscape has changed for the incorporated business owner especially those with employees. They are consumed daily with finding new and better ways of growing their profits so they can continue to support those they care about, their families and their employees. The last thing they need to worry about or put their energy into is: ❌ Whether their employee health benefits plan is both cost effective and giving them what they need❌ Whether their family and business are protected in case of catastrophe❌ Whether their personal or business savings strategy is tax efficient and flexible❌ Whether the employees are getting the support they desire with their group savings plan❌ Where they can get access to fair and equitable lending solutions❌ Whether they have the right strategy for business succession❌ Whether the government will end up taking more than half their life savings if they were to dieAs a Financial Advisor, I specialize in incorporated business owners with ten or more employees. My focus is to provide cost effective and tax efficient solutions based on each owners’ unique needs. I see each of my clients as a friend and partner and my goal is to help them achieve whatever they define as success, both personally and professionally. My partners/clients come to me when they: ✔ Need help with employee retention✔ Need help with business succession planning✔ Need access to lending solutions both personally and professionally✔ Need tax efficient wealth transfer strategies✔ Need access to solutions that help protect them and their businesses against financial loss✔ Need tax efficient savings strategies for their excess retained earnings and personal wealth✔ Need to understand what life can be like when they decide to retire or slow downWithin just a few months and considering the many constraints on your time we will work together strategically putting plans in place that solve the many issues listed above.If you’re ready to work with someone dedicated to helping you achieve your unique definition of success, then I invite you to send me a message here on LinkedIn or schedule a quick 15-minute introductory call where we can chat about your specific needs.Here’s my calendar: https://outlook.office365.com/owa/calendar/DFSINGregFrench@sfl.ca/bookings/

Listed skills include Coaching, Data Analysis, E Learning, Training, and 16 others.