OBSIDIAN ADVISORY GROUP INC. was founded on the principal that successful business owners and professionals deserve tailored solutions that serve them as a shareholder, an employee, and a family member. The Obsidian Advisory Group delivers a unique process, which integrates all aspects of one’s business and personal affairs.

INTEGRATION

Knowing is Confidence

INTEGRATION

A defined process which brings together tax, legal, and financial expertise to achieve stability and wealth accumulation.

ALIGNMENT

Obsidian believes that our goals, ideas, and advice are to be 100% aligned with what is best for you, your business, and your family.

ABILITY

Having the vision to provide a clear and concise plan from creation through to implementation.

Protect Your Investment

Minimize Your Tax Costs

OBSIDIAN ADVISORY GROUP INC. works with business owners as their corporate structure specialists. Our objective, through implementation of efficient corporate structures, is to minimize tax leakage while maximizing shareholder wealth.

For professionals and key executives, the Obsidian process integrates tax planning, wealth accumulation, and estate planning to meet their individual goals and objectives.

When engaged, clients will experience Obsidian’s unique process that integrates the tax, legal, risk-management and financial expertise critical to creating stability and wealth accumulation.

Our belief in aligning your goals with our strategies is one of our core principles that allows us to help you discover, define, and develop your short, mid, and long term goals–while ensuring that your financial strategies conform every step of the way.

SERVICES

Integration, Alignment & Ability

Business & Family Transition

Tax, Structures & Efficiencies

Financial Analytics

Optimizing Profits

Retirement Structures

Beyond Registered savings and planning.

Legal Documentation

Wills and Family Trusts

Philanthropic Impact

Leaving a Legacy

Our Ideas

Our greatest asset

OUR PROCESS

Seamless Integration of Business and Individual Finances

Our process is designed around our belief that every situation and case is unique and requires a tailored, adaptable and systematic approach to developing personalized solutions that achieve our clients’ goals and objectives.

The Business Scope

1

Review and Prioritize Goals and Objectives

     

2

Analyze Financial Information

     

3

Analyze appropriateness of Current Insurance Policies

   

4

Identify opportunities for tax planning strategies

     

5

Identify opportunities for wealth accumulation

     

6

Review the unanimous shareholders agreement

     

7

Determine an optimal business ownership structure

   

8

Present a written strategic plan

     

9

Implement the approved strategic plan

     

The Individual Scope

1

Review and Prioritize Goals and Objectives

   

2

Analyze Financial Information

   

3

Analyze Appropriateness of Insurance Policies

   

4

Plan for retirement focusing on tax minimization

   

5

Develop a wealth accumulation and asset management strategy

 

6

Integrate the shareholder's individual plan and their corporate structure

 

7

Consider trusts for risk management and estate planning

 

8

Present a written strategic plan

   

9

Implement the approved strategic plan

   

PRINCIPALS

Marilyn Derooy-Pearson

Principal

Michael Kowalchuk

Principal

Carl Brodie

Principal

Let's Talk

We'll Tell You Everything You Need To Know

For professionals and key executives, the Obsidian process integrates tax planning, wealth accumulation and estate planning to meet their individual goals and objectives. When engaged, clients will experience Obsidian’s unique process that integrates the tax, legal, risk management and financial expertise critical to creating stability and wealth accumulation.

© 2015 Obsidian Advisory Group Inc.