Protect (and grow) what you’ve worked so hard to achieve.
You’ve worked hard for what you’ve earned. You’ve acquired assets and made some investments along the way. But if you’re still uneasy about your family’s financial future, it means there’s something missing.
Successful business owners remain successful by prioritizing what matters most:
Founders Wealth areas of focus
Wealth preservation
Succession planning
Family legacy
Asset accumulation
Risk management
Alternative tax strategies
Working with us, you’ll be equipped with a cohesive strategy that’s aligned with your goals, and most importantly, it will be a plan that you understand fully and believe in. If there’s gaps or oversights in your current approach, we’ll address and eliminate them.
Investments
Your financial picture isn’t one-dimensional, so a comprehensive strategy that covers all the bases is necessary. We dive deep into your background, goals and vision for the future using a client-first approach to establish a foundational portfolio that makes sense for you.
By revisiting your goals and shifting priorities on a consistent basis, we can ensure you’re set up for a successful future. Unlike most client-advisor relationships that start strong and then drop off, we approach every client interaction with a long-term partnership in mind.
Insurance
Professionals like you are constantly busy solving problems and taking care of your customers or clients. And while you’re making great progress in accumulating assets, you may not be thinking about what happens next - especially if something were to happen to you or one of your loved ones.
Hard-earned assets like yours deserve to be protected. We take the time and consideration to provide you with the best options. The standardized, cookie-cutter offerings at traditional institutions don’t always suit your needs, and that’s why we take a product-agnostic approach.
Financial Planning
Do you have a pulse on your personal net worth and a clear pathway forward? Many business owners and professionals simply go through the motions from a distance when it comes to their finances and are at the mercy of the next ‘great’ investment idea. We help you cut through the noise and understand your plan down to the finer details.
Group Benefits
Employees are more productive when they feel secure in knowing they have the coverage they need to maintain their health and wellness goals.
For business owners who want to provide their employees with a group benefit plan, refer to the link below and take the first steps to building a healthy team that feels valued and cared for.
TORONTO
330 University Ave
Toronto, ON M5G 1R8
416-770-1677
WINDSOR
2555 Ouellette Ave, Suite 200
Windsor, ON N8X 1L9
519-967-1180
VANCOUVER
1508 W Broadway, Suite 600
Vancouver, BC V6J 1W8
519-967-1180
