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Whether you’re a sole proprietor, a partnership, joint venture, or incorporated – the structure in which you’re conducting your business has significant benefits and drawbacks depending on what stage of life your business is currently in. The business structure that you operate affects more than just tax. There is significant insurance, legal, succession, and estate implications that need to be considered. As your business grows and evolves – so does the business end of it. Our job as wealth managers encompasses so much more than just the management of your funds. We also ensure we provide you with the best possible advice on tax minimization and corporate structuring to make sure you can focus on what’s most important, growing and preserving, while we focus on the details on the business end.
Our process begins the very same way and it is integrated into how we view your overall financial situation. We take the opportunity during the completion of your Financial Plan to assess the tax you are paying, and the way you are structured. By getting to know how your business operates today, and your plans for the future, we assess whether there are any opportunities to re-organize or position you in a way that will allow you to minimize the tax you are paying now, and as your move forward into retirement.
PWM Private Wealth Counsel, a financial planner & financial advisor based in Saskatoon, Saskatchewan, provides a true holistic approach of discretionary, fee-based wealth management, financial planning, insurance, and tax & accounting services. Saskatoon, Prince Albert, Regina, and Swift Current, Saskatchewan, Canada.
iA Private Wealth Inc. Is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Insurance products and services are offered through PWM Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Alternative Investments are not suitable for all types of investors. please obtain independent professional advice, in the context of your particular circumstances.
