Expertise and Insight
Unique Tax and
Our team works in collaboration with clients to clearly
identify goals and develop prudent plans. Our creative
solutions and professional techniques provide leading edge
answers to all business investment needs.
Financial Services specializes in Group Plan Diagnostics
We understand that running a successful business means that
you are faced with an array of daily challenges.
There is little time to analyze the benefit plan you’ve set
for yourself and for your employees.
Nor do you have the time to ensure you are paying the least
amount of tax given the ever changing corporate tax rules.
Are taxes and
fees eating your profits!
and contact Dalla Rosa Financial to minimize your taxes and
make the most of your investment returns to optimize your
Many different strategies are available to reduce the tax a
company pays, and at the same time increase the retirement of
the owners and key employees.
Leads To Success
Bryan Dalla Rosa specializes in Group Plans and in Business
Owner/Key Employee personal planning. He has spent a number of
years implementing Group Retirement Plans, Group Health and
Dental Plans and Corporate Tax Reduction strategies. This
experience has created a uniquely designed, detailed financial
approach creating wealth through retention of capital and tax
Bryan has assisted many businesses streamline their
procedures, and collaborated closely with owners in the
implementation of innovative, success-oriented solutions. His
strong focus on businesses has allowed him to develop keen
insight into cost-cutting, employee retention and maximization
Bryan provides clients with a deep insight into business tax
savings through the implementation of corporate restructuring,
RCAs, Insured Retirement Plans and Individual Pension Plans.
As a former insurance specialist at a leading Canadian
insurance company, Bryan has a thorough understanding of
income protection and estate preservation.
Bryan is a Certified Financial Planner and a Certified Hedge
Steps to Business Success
STEP 1: Data
Gathering and Analysis
Using a business analysis tool, we will work closely with you
to assess critical areas of your business. The information you
provide will allow us to conduct a comprehensive diagnostic
review of your current situation and overall operation.
Strategic and Operational Action Plans
Next step is to develop Strategic and Operational Action
Plans, where we will use our analysis to help you identify
what needs to be done in your business to reach your goals.
Together we will develop action plans based directly on the
challenges you face, and taking into account the key
executives involved- you, your management team and your
The result is a structured, step-by-step strategic and
operational project plan that outlines what needs to be done,
when it will happen, and who is responsible for each action
Implementation and Ongoing Monitoring
We bring discipline and expertise in rolling out the specific
action steps required for each challenge, and our approach to
the implementation and monitoring is issue-based, work plan
driven, and output oriented.
To ensure you stay on track, our On-going Monitoring and
Implementation services include developing and monitoring a
project work plan. Together, it will allow all of us to drive
the implementation of the plans ensuring the benefits are
realized. Included in the work plan is an Activity log for
each individual action step, showing what has been done under
each initiative. This allows us to assess the extent to which
each individual task is complete.
We believe that client relationships are of critical
importance, and we strive to develop long-term partnerships
with our clients that are based on the trust, commitment and
integrity. Thus, you will find, as we work side-by-side with
you to achieve your goals, that it is our people and what they
bring to the table that truly differentiates us.
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Rosa Financial. All Rights Reserved.
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