Financial independence, it’s everything. It’s the fruit of the business you’ve built. Your legacy and expertise. Your mark on the world.
It’s the cornerstone of your freedom, peace of mind for your family. It’s your identity… it’s you.
Threatscape
Over the years your business has evolved, more than you would ever have anticipate. At the same time, threats to your business and financial independence have also evolved, including existential threats. And the more you have become successful, the more you have become exposed.
You face a complex, ever-changing business environment, bringing with it risk.
- From competition
- legal/regulatory
- business continuity
- political
- technological
- market and financial shocks
In the past, these threats have seemed a mere annoyance…
More recently, however, they have escalated, to a critical level previously unimaginable, and can no longer be ignored.
On top of all the business risk you face, is the mother of all threats to your financial freedom and independence. That of Confiscatory Taxation, targeting business owners, executives and incorporated professionals, which seems to be on the rise in Canada.
Now, it is more important than ever to manage and protect your hard-earned wealth.
It’s about strategically implementing solutions, connecting them together and structuring them with intelligence & insight.
This demands a modern, strategic approach to wealth management. One that is balanced. comprehensive. intelligent. and proactive. An approach that integrates both your personal and corporate wealth Using structured planning strategies and solutions to reduce your tax burden and preserve your wealth & financial freedom.
It’s not just about short term, tactical financial maneuvers, and quick fixes.
It’s about strategically implementing solutions, connecting them together and structuring them with intelligence & insight.
Today, it is critical that your wealth adviser is able to partner with top experts in areas of
- Tax, Trust & Estate
- Asset Management
- Legal
- Insurance
- Valuations
- Pension & Actuarial
- Succession & Legacy Planning, and
- Investment Banking
to provide integrated strategic wealth management planning & solutions to protect your assets and financial independence.