Our team of professionals at WhiteWater Financial ensures that the wealth accumulated in your individual or business portfolio remains in your hands and for future generations. We are dedicated to working with clients.
Corporate Tax Planning
• Advanced Tax Strategies
• Corporate Structure
• Transition Planning
• Review Buy/Sell Agreement
Tax Specialization
• Incorporated Professionals
• Individual Pension Plans
• Personal Retirement Accounts
• Immediate Financing Arrangements
Risk Management
• Disability and Critical Illness Protection
• Life Insurance Analysis
• Annuities and Segregated Funds
• Group Benefits Review
Wealth Management
• Accumulation Planning
• Investment Management
• Retirement Planning
• Divorce & Separation Planning
Estate Planning
• Tax Reduction Strategies
• Wills and Power of Attorney
• Wealth Transfer Planning
• Trusts
Philanthropy
• Charitable Giving Strategies
• Legacy Planning
• Donating Securities & Life Insurance Policies
• Tax Benefit Assessments
Preferred Client Services
• Designated Service Specialist & Same Day Response Times
• Comprehensive Annual Tax Packages
• Preferred Cost Structure for Families
• Custom Portfolio Reports
PLAN TODAY FOR SMOOTHER WATERS TOMORROW.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 9 Claremont Avenue, Kitchener,ontario N2m 2p2,canada
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- https://whitewaterfinancial.ca
- Keywords
- Wealth Management, Risk Management, Financial Planning, Individual Insurance Planning, Corporate Insurance Planning, Portfolio Analysis Solutions, Corporate Tax Planning, Individual Pension Plans, Immediate Financing Arrangements, Estate Planning.
- HQ
- Kitchener, Ontario
- Competitors
- Zehr Insurance Brokers Limited, MARC (Mangal Analytics and Research Consulting), Mello Insurance, ARTH VRITT CAPITAL, Manulife Investment Management, Canada, SarasCan Inc, NPV & Associates LLP, Talent, Josslin Insurance, formerly Keil-Dadson Insurance Brokers Ltd., Strong Roots Insurance Brokers Ltd..
Whitewater Financial Questions
Whitewater Financial's website is https://whitewaterfinancial.ca
Whitewater Financial's LinkedIn profile is https://ca.linkedin.com/company/whitewater-financial
Whitewater Financial has
5 employees.
View email and phone details for 5
employees at Whitewater Financial.
Whitewater Financial's industry is
Insurance
Whitewater Financial's top competitors are
Zehr Insurance Brokers Limited,
Marc (Mangal Analytics And Research Consulting),
Mello Insurance,
Arth Vritt Capital,
Manulife Investment Management, Canada,
Sarascan Inc,
Npv & Associates Llp,
Talent,
Josslin Insurance, Formerly Keil-Dadson Insurance Brokers Ltd.,
Strong Roots Insurance Brokers Ltd..
Whitewater Financial's categories are Insurance
Whitewater Financial's founding year is 2015
