Business Owners & Incorporated Professionals Protecting what you've built

Business Owners & Incorporated Professionals Protecting what you’ve built

As a business owner or professional, you’ve put your heart and back into building your company or career. Protecting what you’ve worked so hard to create is critical — such as creating a legacy for your family or ensuring your business or practice remains vital past your involvement. It can be challenging to find the time to research and create that protection.

We work with you to understand the big picture and how you want the future to unfold. Through an in-depth review of your situation, we then provide a comprehensive financial plan to ensure the safety of what you’ve worked for. This allows you to prioritize what you do best — living your life and focusing on your business.

You’ve worked hard for all you’ve achieved. Let’s work together to protect it.

In-depth financial planning services include:

  • Portfolio Management
  • Business Succession Planning
  • Retirement Plans
  • Personalized Wealth & Investment Management
  • Risk Management
  • Insurance & Annuities
  • Estate Planning
  • Strategic Charitable Giving
  • Tax Considerations
  • Cash Management

Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.

Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments

If a friend, family member, or family office has referred you to us, please email us at or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.