• +1 (786) 586-7765
  • +1 (514) 570-4627
  • alain@vidalfinancials.com
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The holistic approach your business will thrive on

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How We
Can Help

“Happy Employees, Protected Business with Vidal Financial Group”

 

Vidal Financial Group helps businesses ensure employee satisfaction through optimal group benefits and proper pension plans. They also evaluate potential risks and offer strategies for managing disruption and financial pressure, replacing lost profit, and creating unique tax-free benefits for key personnel. Trust Vidal Financial Group to keep your employees happy and your business protected.

What we can do for your business

Benefit from a dedicated team of financial experts and specialists at your disposal

Our practice is designed to help you create, preserve and transfer wealth by utilizing our team of experts and professionals to provide strategies that will help you structure your business succession and estate affairs properly

The process can reduce or even eliminate taxes and fees incurred by a business or estate transition. It will help provide an easier and more efficient process of transferring assets and create peace of mind that you have an integrated, efficient strategy utilizing all of the opportunities you may be missing.

among our team of experts your will find a professional in any field your business requires

  • Financial planning strategists
  • Accountants in both private sector and experts from major international firms
  • Lawyers specializing in business, contract and estate law
  • Pension specialists and actuaries
  • International tax and estate planning specialists
  • Insurance and investment specialists in Canada, the United States and internationally.

Create, preserve and transfer wealth

Integrated financial planning is an art form,

balancing your estate goals with risk management.

You will recognize this when you do it right.. And you must do it right.

 

you are not alone

our professional services Include:

Keep your employees happy and engaged

Employees satisfaction and happiness can make or break your business. At Vidal Financial Group we can help you make sure your employees feel that your business is the right place for them to thrive and stay on board. Give your employees peace of mind by offering optimal group benefits and offering proper pension plans

Protect your business

We will help evaluate and assess potential risks. Either risks that originate within your own corporation and/or risks resulting from wrong investment strategies. We will build strategies that will structure your methodology of facing management disruption and financial pressure. Replacing business lost profit and creating a unique tax-free benefit for a key person, aligning key person’s loyalty with the business interests

Tax planning (Canada, U.S and International)

• Define and implement tax-efficient financial strategies • Define and Implement the right will for you • Create and protect your wealth • Design a responsible legal entity to handle taxes

Estate planning

• Define and implement a carefully planned wealth management tool that allows you to create a means for addressing important estate planning challenges • Define a tax-proof strategy to build your legacy • Cap taxes with an estate freeze
Schedule your consultation now!

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