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.
Company Details
- Employees
- 6
- Address
- 35 Renault Crescent, 200,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.finuity.ca
- HQ
- St Albert, Alberta
Finuity Wealth Questions
Finuity Wealth's website is http://www.finuity.ca
Finuity Wealth's LinkedIn profile is https://ca.linkedin.com/company/finuity-wealth
Finuity Wealth has
6 employees.
View email and phone details for 6
employees at Finuity Wealth.
Finuity Wealth's industry is
Financial Services
Finuity Wealth's categories are Financial Services
