Business Investment Strategies



Protect Your Business

Our Critical Illness Insurance for Businesses is especially designed to keep your business running if you become ill or incapacitated. Make sure you’re covered.
Learn more about Critical Illness Insurance.
Are your investments making a difference to your business’s bottom line? At the Panamount Security & Finance Pension Planning Centre, we take a comprehensive look at your short and long-term goals to prepare a tailor-made strategy that ensures that your investments are the most tax efficient and are appropriate for your risk tolerance and liquidity needs. By coordinating tax planning and investment strategies, you get a fully integrated investment solution that’s unique to your business.

Help your business flourish. Our powerful business investment strategies help preserve your wealth and reduce your income tax on future growth. As you build equity and assets, we can help you ensure that your business is safe from creditors or potential lawsuits. We work with a network of trusted professionals to provide complete turnkey financial and legal advice.
Together, we can build a diversified portfolio, and help you reach your financial goals. We can help you in the following areas:

■ Mutual Funds
■ Business Tax Planning
■ Risk Assessment & Management
■ Asset Protection
■ Critical Illness Protection
■ Capital Gains Tax
■ Estate Planning
■ Long and short term deposit of family treasures
■ And much more...


We’re there with you, every step of the way. Contact one of our financial planners for a free no-obligation consultation and put together a business investment strategy, custom-designed to fit your needs.

Go to home page