Succession Formula

For decades business owners had toseek out Estate & Business Succession advice on their own, in the hope that the information was the “best advice” for their family and business.

Although this was time consuming and not well integrated with other unknown risk factors, in many cases good solutions were formulated using the expertise of Estate Lawyers, Tax Professionals, and Insurance Advisors.

A significant problem has arisen from this approach… Lack of Plan Maintenance

As good planning is impacted by internal and external Critical Financial Events we see business owners and their families face unknown risks to planning success.

At Blueprint Planning Group Inc. we use a Proprietary Client Engagement Process we callthe SUCCESSion Formula ^TM

Focused onyour family, your business, and your life goals… now and in the future.

The SUCCESSion Formula ^TM has been developed and perfected while working with hundreds of business owners, professionals, and other advisors throughout Western Canada.

We are committed to learning as much as we can about our clients, their family, and their business as we strengthen our relationship over time. This allows us to engage the right professionals with the right advice, to achieve planning success.

Utilizing this philosophy ensuresthe planning recommendations our clients receive today are updated as tax, legal, and risks to planning success present themselves in the future.