How we can help
If there’s one lane we love to perform in, it’s working with local entrepreneurs. Our advisors have a specialized expertise in creative investing solutions, corporate structuring, and tax efficiencies to get the most out of your business dollars. Offering consultation and guidance is a part of our regular check-ins, and we’re always looking for ways to add value and knowledge to assist our clients’ personal and professional portfolios. As small business owners, many of the solutions we present have been tried and tested ourselves and we speak to them from a place of experience.
Tax Efficiency
We collaborate with your accountant so there are no surprises at tax time or year end.
Partner Agreements
Advice on corporate acquisitions, new partner agreements, and corporate restructuring.
Incorporation
Looking to incorporate your business from a sole proprietorship? We can assist.
Estate Planning
Wealth transfers using trusts, insurance, and lifetime capital gains exemptions.
“Brady and the team at Numo Financial have been profound contributors to the success of my portfolio, both personally and professionally for the past 5 years. As a busy entrepreneur and working parent I appreciate the initiative team Numo takes in keeping me on track and supporting the growth of my business”
-CM