We are a Wealth Management and Group Benefits planning firm. We focus on helping business owners protect everything that matters most to them; their family, their business and employees and their wealth. 

Our Areas of Expertise: 

Wealth Management

➜Tax effective savings and income strategies 
➜Estate & legacy planning 
➜Wealth transition planning
➜Charitable & Philanthropic planning

Group Benefits & Pension Plans for all business sizes

➜Traditional, Core and Flex Plans 
➜Health & Wellness Spending Accounts 
➜Employee RRSP, TFSA and Pension plans
➜Deferred Profit Sharing Plans 
➜Personal planning strategies for employees (savings & insurance)

Executive planning for Business Owners:

➜Tax effective planning at all levels (Opco, Holdco, and personally)
➜Income protection 
➜Business continuation planning (Funding buy-sell agreements, key person protection and loans) 
➜Succession planning
➜Wealth transition planning
➜Charitable & Philanthropic Planning

We invite you to reach out and learn more about our planning process.

Finuity Wealth

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