Roberto Cesario

Background

About Roberto Cesario

Robert is a CFP (Certified Financial Planner) professional that focuses on Small Business Owners and helps them with Financial Planning to build and protect wealth and avoid any significant blind spots that may deflate their purpose of running a business in the first place. Are you a Small Business Owner who has been laser-focused on your business and have not had a chance to look at your overall financial impact? Chances are you are still relying on annual income tax filing and your business planning to feel good about your financial future. While both the business plan and income tax filing are incredibly critical part of a business, most business owners ignore (or are unaware) of the implication your business can have on your Financial Plan. How I Help Small Business Owners? Financial Planning for Business Owner is a two-sided coin: Personal Financial Plan & Business Financial Plan I help you see a clear picture of where you/business are today and where you/business needs to be in future to meet your goals… The reality is Business owners get in business to achieve their life’s goal…be it retirement, income, charitable, etc. Now the complexity a Business owner deals with when it comes to Financial Plan is a magnitude higher than individuals. Few examples: Tax laws, Income splitting, business continuity planning, estate planning, family protection, passive income tax management, insurance, retirement planning, capital gains tax reduction, foreign asset, cash flow management, asset protection, employee protection, etc. So if you are a Small Business Owner who is concerned about the above-stated issue, feel free to reach out here on LinkedIn or email me at Roberto.Cesario@ig.ca