Bogdan Stetic, HBSc, CIM®, CFP®
Financial Planner
Bogdan Stetic, HBSc, CIM®, CFP®
Financial Planner
  • Home
  • About Us
  • Our Services
    • Your Business
    • Financial Planning
    • Estate Planning
    • Investment Management
    • Risk Management
  • Forms & Links
  • FAQ
  • Contact Us
  • From around the Web
  • Client Login
  • More
    • Home
    • About Us
    • Our Services
      • Your Business
      • Financial Planning
      • Estate Planning
      • Investment Management
      • Risk Management
    • Forms & Links
    • FAQ
    • Contact Us
    • From around the Web
    • Client Login
  • Home
  • About Us
  • Our Services
    • Your Business
    • Financial Planning
    • Estate Planning
    • Investment Management
    • Risk Management
  • Forms & Links
  • FAQ
  • Contact Us
  • From around the Web
  • Client Login

Your Business

As an entrepreneur, you understand that embarking on a challenging yet rewarding journey is not for the faint of heart. It demands dedication, effort, and relentless determination. However, the sense of autonomy, and the pride of "building it yourself" make it all worthwhile.   We are here to work with you every step of the way so that you can focus on what matters most.



Starting Your Business

 You have a dream of leaving your job and starting your own business. You know it’s a big challenge, but you also know it’s worth it. You want to be your own boss, pursue your passion, and make a difference in the world. But you also have questions and concerns:

  • How do you plan for the transition? 
  • How do you manage your finances? 
  • How do you avoid the pitfalls that cause many businesses to fail?

That’s where we come in. We are more than just a financial partner. We are your trusted advisor and coach. We will help you prepare and plan for your entrepreneurial journey, from setting realistic goals and timelines, to choosing the best corporate structure, while providing education and guidance along the way. We will be there for you every step of the way, working in partnership with you and your legal and tax advisors, while providing ongoing support and feedback, as you launch and grow your business.

Don’t let fear or uncertainty stop you from pursuing your dream. Let us help you turn your dream into reality. Contact us today and let’s get started!


Contact Us Today

Growing your Business

 Congratulations on being a successful entrepreneur! It's great to see your company flourishing and expanding. However, every stage of business has its risks and challenges.  Fore example, in today's labor market, finding and retaining the right talent can be difficult. It's not just about income; job seekers are also looking for other benefits. Offering comprehensive  retirement plans can give employers a significant competitive edge in attracting and retaining top talent. That's where we come in. As your planners, we can work with you to find the best solutions for your needs, including Group Retirement plans specific to your company needs.


In addition, we would continue to work in partnership with you and your other advisors, both legal and tax to ensure that your risks are minimized, and that your business assets are managed in an optimal fashion,  while working toward your overall  long term personal and business goals. Let's work together to take your business to the next level. 


Contact Us Today
Transitioning your Business - Entrepreneur standing in the door of her business

Your Exit Plan

You've done it!  You have built a thriving company, where many clients and employees rely on you.  Although this may have been one of the most, if not the most challenging things you have ever done, it has also been extremely rewarding!  However, you think that it may be time to start to slow down and you're starting to consider passing on your business to someone else with the same passion and enthusiasm you had when you started. Now it's your turn to reap the financial rewards of your hard work and finally take that long vacation you have always dreamed of! However, before you do, we are there to work with you and help you answer some of the crucial questions:


  • Who will buy my business?
  • When will I sell it?
  • How much is my business worth?
  • Will the buyer want the whole business or just the assets and which one is better for me?
  • How long will I need to stay on to transition?
  • How will the payment structure work? 
  • What are the tax implications? 


and


  • What will I do after I come back from my vacation?


These are only some of the considerations that an owner needs to go through before selling their business or practice.  By working with us and creating a proper business succession plan, we can help you alleviate the anxiety of making this transition.  Call us today, as it's never to early to get started!


Contact Us Today



Whether you are launching a new venture, expanding your current company, or navigating a transition, we are ready to work with you every step of the way.  Call us today to see how we can help.

Small Business Learning Corner

IIROC - Know your advisor Report
CFP Logo Embed: https://api.accredible.com/v1/frontend/credential_website_embed_image/certificate/11
  • Home
  • Contact Us

Bogdan Stetic HBSc, CIM®,CFP®, CEPA 

Financial Planner and Investment Advisor

Manulife Wealth Inc.


Life Insurance Advisor

 Manulife Wealth Insurance Services Inc.



Tel: 289-337-8900 ex. 306

Fax: 289-337-8909

Toll Free: 1-866-719-6168


 503-3027 Harvester Rd, 

Burlington Ontario L7N 3G7 

  

Bogdan Stetic and Manulife Wealth Inc and/or Manulife Wealth Insurance Services Inc. (“Manulife Wealth”) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Bogdan Stetic or Manulife Wealth. The information in this communication is subject to change without notice. 


 

Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds, mutual funds and financial planning. Insurance products and services are sold through Manulife Wealth Insurance Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services


Copyright © 2024 Bogdan Stetic - All Rights Reserved

  

Legal and Disclaimers | Privacy policy