Finuity Wealth

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 planningGroup 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 PlanningWe invite you to reach out and learn more about our planning process.
Social Link - Twitter: https://twitter.com/finuitywealth
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Social Link - Linkedin: http://www. linkedin.com/company /finuity-wealth
Employee Count: 5
Keywords: investment management