Marc Simard, PFP, CHS
Financial Planner

Cell : (204) 797-3479
Fax: (204) 489-1035



Proud supporter of
The Dream Factory

Preparing your business succession plan is important, even if you're not planning on retiring any time in the near future. Having a business succession plan in place will ensure a smooth transition for your company in the event that you become unable to operate your business.

A business succession plan outlines the process that determines how a business will be transferred to others and identifies the steps necessary to prepare for that transition.

Our business succession planning services include:

• Successor Designation
• Time Horizons
• Business Appraisal

To find out more about developing a business succession plan for your company, contact one of our Financial Security Advisors today.