Beyond Wealth was founded in 2011 by Leander Dueck. Prior to founding Beyond Wealth, Leander spent nearly 15 years working at Great West Life, and many of those years as a Senior Vice-President. However, Leander’s desire for making an impact with business owners and their families led him to leave the corporate hallways and begin Beyond Wealth Management. Today, the entrepreneurial passion and leading financial experience the Beyond Wealth Team offers, has allowed Beyond Wealth to rise as a leader in the industry and offer unprecedented expertise for business owners, professionals and transitioning businesses.
Beyond Wealth specializes in helping you clarify your goals and develop strategies to maximize the wealth you’ve worked so hard to realize. We understand the needs and concerns of families of affluence and are distinctively equipped to help you maximize your equity and minimize your taxes. Our advisory will design and build your Beyond Wealth plan tailored to the unique needs of affluent business owners and professionals.
Company Details
- Employees
- 12
- Address
- 341 Hoffer Dr, Regina,saskatchewan S4n 6e2,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- beyondwealth.ca
- Keywords
- Wealth Management, Succession Planning, Retirement Planning, Financial Consulting, Estate Planning, Life Insurance, Investment Representative.
- HQ
- Regina, Saskatchewan
Beyond Wealth Management Questions
Beyond Wealth Management's website is beyondwealth.ca
Beyond Wealth Management's LinkedIn profile is https://ca.linkedin.com/company/beyond-wealth-management
Beyond Wealth Management has
12 employees.
View email and phone details for 12
employees at Beyond Wealth Management.
Beyond Wealth Management's industry is
Financial Services
Beyond Wealth Management's top competitors are
Birbari Wealth Management,
Harvest Wealth Management,
Now Wealth Management Solutions,
Ruah Azancot Wealth Management,
Mensah Wealth Management,
Bluerock Wealth Management,
Serviss Wealth Management,
Milestone Wealth Management Ltd.,
Ralph Zeidan Wealth Management,
Bill Morrisons.
Beyond Wealth Management's categories are Financial Services
