BUSINESS OWNER

At The Richard Jones Financial Group Ltd. we are committed to the protection of your business with your family’s future in mind.

With a background that includes completion of graduate studies at the UBC Sauder School of Business, specifically in the Family Enterprise Advisor program, Rick is well equipped to handle your needs.
No matter the size of your business, Rick and his team will help you:
– Use funds in a tax-efficient way
– Help you set up and fund your buy-sell agreements
– Discuss your Transition of your business to family members or others
– Set up plans to ensure you, your partners and families are financially secure in the event of death or serious illness
– Help you to access your “trapped” corporate funds with minimal tax
– Potentially protect your hard earned money from creditors
Spending your profits
As a business owner, it can be frustrating when you want to spend the money you’ve worked so hard to earn, only to be heavily taxed when you access the money that’s trapped in your company.  Learn how our team of financial advisors can develop creative solutions for you, allowing you to access your money with minimal tax.
Planning

I have been working with Rick for 15 plus years and would refer him to anyone..

– Robert Jonson