Michael Lubanovic, CFP®'s Linkedin Analytics

As a seasoned financial planner dedicated to supporting business owners, I am passionate about helping you build long-lasting wealth for you and your loved ones. My focus is on maximizing your retained earnings, helping you manage risk, and implementing effective tax planning strategies. In short, this means I know how to keep more of your hard-earned money in your pocket. Are you looking for support with… 📈 Managing Your Wealth? I provide tailored advice on how and where to invest your retained earnings. 💼 Risk Management? Whether it's guidance on how to fund a buy-sell agreement or advice on key person insurance, I can help you mitigate risks and safeguard the future of your business. 💰 Tax Planning? I can recommend tax planning strategies that allow you to keep more of your hard-earned money in your pocket 💼 Retirement Planning? I can help you assess how long your money might last and give you confidence in your retirement plan. 🔄 Exit Strategy Planning? Whether you plan to pass your business to the next generation or explore selling options, I can connect you with experts who specialize in exit strategies, ensuring a smooth transition and a prosperous future. Armed with extensive experience working with incorporated business owners in South Western Ontario, I have the knowledge and expertise to provide personalized financial guidance tailored to your unique needs. Let’s connect and explore how I can help you achieve financial prosperity and reach your goals