Mature Businesses

Kelowna has many well established businesses and Entrepreneurs that have experienced the good and bad times, the changing ways of doing business and the investment of their lives into their business. We want to see these businesses continue to thrive, plan exit strategies with smooth transitions and that leave a legacy.

Our mature business clients have been planning for this stage for years now with our advice and guidance. We plan our client’s tax strategies, analyze the business value and help them plan for their retirement.

As your business matures, we can help you manage and protect your wealth, giving you security for your latter years.

Business Advisory Services

See how we can help

Financing & Special Projects

Specialized services just for you

Smart made simple.

Put our knowledge to work for you.

Trusted advisors for the best advice about your business.

Come by and meet the team who will take your business to the next level.