Business Succession Planning is a process designed to assist the business owner(s) transitioning out of the business at time of retirement. The goal is to transfer ownership while maximizing the business owner’s personal financial security.
Ken Steele, CLU, CH.F.C
Insurance and Financial Advisor
Suite 230, 1210 – 8 Street SW
Calgary, AB
T2R 1L3
Tel: 403-209-4049
Email: steele@coveredbysteele.com
Email: info@coveredbysteele.com