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VisionQuest launches Business Advisory Services


VisionQuest Wealth Management, a firm that serves as a chief financial officer to individuals and families, has launched Business Advisory Services, a planning and financial advisory division for businesses. 

Nearly 75 per cent of VisionQuest’s clients are business owners.

Stephen Peters, president and chief executive, says: “The goal is to focus on helping businesses grow while at the same time creating cutting edge strategies that reduce costs, save business owners time and get them overall better answers for their businesses.”
Business Advisory Services is designed to help manage cash flow, accumulate wealth and protect businesses in a more effective manner. The extension of the “personal CFO” model to businesses adds services such as book-keeping, tax execution and compliance, document management and contract compliance.

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