Business Owners & Entrepreneurs
Launch, Build and Exit Your Business with Confidence
We are trusted advisors to businesses of all shapes and sizes, from manufacturing and agriculture to retail and service industries.
You’ve put your heart and soul into building your business – we’ll put the same level of expertise and effort into helping you protect it.
Whether you are looking to fund a future tax liability, protect key employees, fund your buy/sell agreement or pass on your business to the next generation, life insurance can play a key role in achieving these business goals.
Key Questions and Considerations:
- What happens if a key shareholder or employee passes away or becomes critically ill or disabled?
- Will your future plans for business succession come to fruition?
- How will you tax effectively pass your business on to the next generation?
- How can you customize your succession plan to include siblings with completely different levels of business involvement?
- Do you have the liquidity in place to satisfy the buy/sell provision in your Shareholder’s Agreement?
- What provisions have you made for non-business children? Life insurance is instant tax-free liquid cash and often the answer for non-business /non-farming children.
The Care, Knowledge and Advice You Need
We are known across Canada for bringing value to business owners and entrepreneurs. An initial fact finder meeting will help define your business goals, highlight key risks and opportunities, and demonstrate how we can uniquely be of value to you.
“There is no one we would rather place our trust in. Rene and Nancy have proven that our best interests are truly what they strive to serve. They communicate the difficult world of insurance in a clear and easy way to understand. The entire team has been extremely accommodating and professional. The people at Pereux Insurance Planning are not just advisors, they have become our friends.”
“We have dealt with Lianne and Pereux Insurance Planning Inc. for our firm’s insurance needs since our inception. Lianne provides attentive and professional customer service and has worked collaboratively with us to find insurance solutions to meet our needs. She makes a point of staying in touch with us on a regular basis and is quick to respond to changes in our business and insurance needs. Lianne inspires confidence with a personal touch.”
“We have dealt with Pereux Insurance Planning since its inception. Recommendations and services have been delivered in a timely and cost effective manner. They have been proactive on their products. They are honest and trustworthy.”
“I have been impressed with the diversity of knowledge and the scope of the staff with whom I have dealt. They research my options diligently and present the material in a lucid and competent manner. I am being very well served and I feel financial secure for my future.”
“It is certainly an honour to relate to our colleagues in the agricultural industry our experience with Pereux Insurance Planning. We have worked with several financial and insurance advisors in the past but were continuing our search to find an advisor with the knowledge and experience that fulfilled our needs. We feel that we have found those professionals in Pereux Insurance Planning as they have a rare expertise that is above all others that we have ever experienced.”
“We have been dealing with Pereux Insurance Planning for over 20 years, both personally and professionally and they have always been there for us. They have helped us plan for our future, protect our family, and developed an excellent benefits program for our staff. Rene, Nancy, and Lianne are always there with insightful advice to make planning for the future easy.”
“I’ve been a client of Pereux Insurance Planning for nearly 40 years. They have second-to-none expertise and life insurance products for owner managed businesses and professionals. They have assisted me with both tax planning and estate planning. I’ve been so pleased with their assistance that I’ve introduced both clients and family to Pereux Insurance Planning. Rene and Nancy are a pleasure to deal with.”