Our process... helps prepare you for retirement.
 

Case Study

Market Tire
A study in Retirement Planning

Market Tire has been operating since 1976 as a retail and wholesale tire and auto service centre. The business has enjoyed continuous expansion and now includes 5 locations.

Project Profile
Since 1985 our group has helped Brian and Fay Hoiness with a wide variety of financial decisions to help secure their financial situation both as the business grew and for retirement purposes. We helped arrange Brian and Fay's personal and business financial affairs in a manner that helped guarantee a worry free retirement. At the same time attention was paid to the succession of the business.

Through consultations with Brian, Fay and their other professional advisors we constructed a portfolio that will look after their retirement needs and insure the succession of the business.

In the meantime, Brian and Fay continue to operate the business with the peace of mind of knowing their planning is effective.