Elliot Sinukoff Email & Phone Number

Focused on the needs of business owners, I have 30 years of experience as a wealth manager and certification in retirement and exit planning. As a Senior Financial Consultant with IG Wealth Management, a global financial service company, I am equipped with the experience to address the unique challenges that keep business owners up at night, both during and after the transition phase. We offer a comprehensive suite of services to address the specific concerns that trouble business owners, going beyond the common retirement worries such as outliving capital, when to start CPP & OAS, and inflation. These include:-Deciding whether to keep the business or sell it and how to find the right successor.-How to maximize business value, monetize it for retirement, and ensure a smooth transition.-How to balance reinvestment in the business with saving for retirement.-Minimizing taxation now, on the sale of the business, during retirement, and on Holdco assets.-Wealth diversification and preservation, legacy planning, cash flow, and risk management.By partnering with myself and IG, business owners can expect the following benefits:✅ Investment Management and Integrated Financial Planning – ensuring that your business and personal finances are aligned with your long-term goals, allowing you to make informed decisions and maximize your wealth.✅ The Private Wealth Planning Experience - access to our team of experts, including accountants and lawyers, who can review your taxes and estate plans at no additional cost and collaborate with your existing advisors ensuring your financial affairs are optimally structured, minimizing taxation and keeping your legacy intact for loved ones.✅ Private Company Advisory - provides valuable insights on valuing, growing, and preparing your company for sale and can connect you to their global network of strategic buyers ensuring you the best financial outcome, a smooth transition, and future continuity of your business.To begin your journey towards turning your dreams into reality and attaining the peace of mind you deserve, please connect with me by phone at 416-720-2746 (call or text) or email me at elliot.sinukoff@IG.ca to schedule a complimentary consultation. Together, we will work towards achieving your financial goals and ensuring a secure future.

Listed skills include Retirement Planning, Investments, Estate Planning, Retirement, and 26 others.