Tax & Financial Planning

BCC Profit Growth  has the experience to deliver the most efficient and effective solutions for individuals and small business owners. Our experts offer complete and unbiased advice, tailored towards your
unique financial situation. Our team will take a holistic approach to interpret and translate your financial goals into workable solutions. This means we will look at the WHOLE PICTURE to help you make informed decisions. Our unique programs  allow you, the decision maker, to direct our team in the implementation of
the program that best addresses your immediate and future needs.

The BCC Profit Growth holistic planning approach has consistently proven to deliver real net worth increases of 20% per year. We look forward to the opportunity to demonstrate how our plan can work for you.
We want to help you.

Start with MORE and End with MORE!

Services

• Retirement Planning
• Corporate Structure
• T1, T2, T3, T4 & T5 Tax Filing
• Bookkeeping Services
• Small Business Development
• Investment Management
• Integrated Financial Consulting
• Tax Shelter Planning
• Succession Planning
• Structured Buy / Sell Funding
• Financing / Mortgages
• Insurance / Living Benefits

Click here for information sheet!

Procedures

Discovery Meeting - Thirty minutes to one hour
This is your official introduction to BCC Profit Growth, who we are and what we do. This meeting is our opportunity to get to know you, ask pertinent questions and get a feeling of where BCC can add value to
the relationship. After this meeting both parties will have a thorough understanding of where we can work together and an outline of our future relationship.

Information Gathering Period
The Discovery Meeting is followed by a 4 to 10 day “Information Gathering” Period. This time is used to collect detailed information needed to begin creating your Holistic Plan. This period of time also
allows you to gather the information YOU need to feel comfortable with the process and your new relationship with Sentry Group.

Team Meeting
During this part of the process, the BCC Profit Growth team of professionals discuss your unique situation, determine where we can add the most value and formulate suggestions regarding the direction your Holistic Plan should take.

Accomplishments

We have helped many small companies and individuals to achieve their financial goals. Here are some of the examples:

• Opting out of CPP payment helps small business owner to save $16,000.00 a year
• Restructuring of company generates $30,000  in additional income per year
• Investing in growth funds with 5% guaranteed return – even if the market goes down
• Restructure of retirements savings to save more than $100,000.00 in taxes

Benefits
 
BCC Profit Growth  will outline the opportunities available to you and provide a cost benefit analysis for each of the proposed solutions. You will be presented with an implementation plan and timeline. At this point you will have a clear understanding of the direction the BCC Profit Growth team feels would best suit your situation, goals, and objectives.

This meeting will provide you with the opportunity to become completely comfortable with the recommended direction. You will have a clear understanding of the benefits and cash flow
requirements associated with the Holistic Plan.

Long Term Plan

Your Holistic Plan doesn’t end with our presentation. It is BCC Profit Growth’s philosophy to be actively involved in our clients financial success. We want to build a lasting relationship so we can help you grow your net worth by 20% annually. The BCC Profit Growth Holistic Plan is designed to grow and adapt as  your business and family grows.

 Click here for testimonials!