You’ve worked hard to build your wealth. So why let it be locked up in a corporation or whittled away by tax?

Get the most value from your company.

Your company has wealth locked up in it. With some help, you won’t lose the opportunity to put these funds to good use. You shouldn’t have to sell your company or pay excessive amounts of taxes to get at the wealth you’ve worked so hard for. We’ll help you find the best available cash extraction strategies so you can access this wealth in the most tax-efficient way possible.

Save your hard-earned wealth through efficient tax planning.

You’ve worked hard for your money, and the last thing you want is to see it all evaporate because of poor tax planning. We ask the right questions. Are you investing in tax-efficient vehicles? Is your existing financial plan bringing you the most value? We can help you make a plan to maximize your savings and minimize your tax. All so you can enjoy the money that you’ve made.

Reach your goals while maintaining your lifestyle.

When you’re spending your wealth, which source of money do you tap into first? RRSP? Non-registered account? Matured life policy? There’s an order of consumption that we recommend that helps you save on tax and get the most out of your savings. We bring clarity and strategy to map out a plan that works for you in a sea of confusing options.

Across the board risk management.

How diversified are you? Does the amount of wealth tied up in your company pose a concentration risk? Could your income stream dry up if you faced hard times? We’ll help you answer the questions that keep you up at night and come up with a comprehensive strategy that’ll help you breathe a sigh of relief. The first step to stability is getting started.

Let your money continue to support your lifestyle

One of the keys to building wealth is generating income from many different sources. Passive income lets you make money with low effort. Not sure where to start? Looking to get more out of your current passive income streams? Whether you want to start small or improve your current strategies, let us help you figure out the best plan.

Learn the best way to manage your income and expenses.

While cash is king for most businesses and day-to-day expenses, it’s crucial to study your cash flow statement, and make prudent debt choices to analyze how well your money is being utilized. To ensure you don’t go into a cash crunch, we help you get a snapshot of your financial health and work together to effectively manage where your money comes from and where it ends up going.