SERVICES
At Power Wealth, we provide a comprehensive range of financial planning services designed to meet the unique needs of business owners. Our holistic approach ensures that both your personal and business finances are well-managed and aligned with your goals. Here’s how we can help:
Corporate Financial Planning
Our corporate financial planning services provide strategic advice integrating tax strategies and smart investment decisions, which ensure businesses maximize their financial potential today and throughout the businesses life span.
We use best in class financial planning software to provide our clients with detailed and easy to understand plans.
Personal Financial Planning
We offer tailored personal financial planning to help you achieve your financial goals, whether it's saving for retirement, funding your children’s education, or managing day-to-day finances. Our personalized strategies are designed to secure your financial future.
Tax Planning
Our expert tax planning services help you navigate the complexities of the Canadian tax system. We implement tax-efficient structures and strategies to minimize corporate and personal tax liabilities throughout your life.
Risk Management
Protecting your business and personal assets is crucial. We provide comprehensive risk management solutions ensuring adequate insurance coverage to protect against business risks.
- Key Person Insurance
- Buy Sell Insurance
- Whole Life Insurance
- Shared Ownership Critical Illness
- Disability Insurance
- Group Benefits
- Term Life Insurance
- Critical Illness
Investment Management
Our clients receive exclusive access to specialized Private Wealth Firms that focus on diversified portfolios with downside protection that align with your personal and business objectives.
We prioritize investment strategies that protect your wealth, avoiding high-fee mutual or segregated funds that erode your financial growth.
Fee For Service
Our transparent fee-for-service model ensures you receive unbiased advice without asset management or risk management. We are committed to providing value and clarity in all our financial planning services.
