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ENTREPRENEURS

For entrepreneurs, diversification is your top priority when it comes to risk.

When so much of your wealth is in one place, the most effective method of managing risk is to diversify. This is often the case for entrepreneurs, who have a large portion of their assets tied up in their businesses.

We work with entrepreneurs to set out personalized asset allocation strategies that allow for greater diversification, so that you can grow your wealth while strategically managing risk.

“We work with entrepreneurs to set out  personalized asset allocation strategies that  allow for greater diversification.”

Specialized Services on an Independent Platform

After over two decades working with entrepreneurs, we’ve developed a specialized set of services and strategies to improve overall growth, preservation and liquidity:

  • Defining an asset allocation plan that allows for greater risk management and tax efficiency
  • Using computer analysis software to quantify risk and set appropriate return objectives
  • Using tax shelters to grow your wealth and identifying ways to access capital tax-efficiently
  • Connecting you with the specialists needed to plan your wealth and succession
  • Establishing IPPs as a method of growing retirement assets tax-efficiently

The Harris-Bolduc Process for Entrepreneurs

  • STEP 1
    Understand Your Business

    We meet to discuss your business and personal wealth, how your assets are currently allocated, and the goals you have for the long term.

  • STEP 2
    Asset Diversification

    We set out a plan for the location and allocation of your assets, so that your growth and income needs are balanced with diversification and risk management strategies.

  • STEP 3
    Entrepreneurial Review

    We connect your to other financial specialists to help you plan for succession, protect yourself from liability and manage tax.

  • STEP 4
    Ongoing Relationship

    Communication is consistent and reporting is clear. We meet periodically to review your investments and learn of recent developments in your business, lifestyle and objectives.

  • STEP 5
    Rebalancing

    Your portfolio is rebalanced, and your asset allocation is reviewed, to account for shifts in the market and changes in your personal needs.

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