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 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.