Business Owners - Trans Canada Wealth Management

Reduce Taxes · Maximize Income · Pension Style Investments

Are you wondering about...

Effictive tax planning?
Maximizing business cash flow?
Realizing the true value of your business?
Strategies that big business are using to continue growth?
Employee satisfaction?

Our Small Business Solutions

Asset Protection

& Tax Planning with the use of Trusts

Many forms of trusts exist with various benefits to accomplish certain goals. These entities can provide avenues for tax minimization, income splitting with individuals or a trust itself, and asset protection for current and future beneficiaries.

Benefit-Cost Analysis

& Due Diligence Calculations

When contemplating various tax and investment options, few calculate the potential future outcome. Through in depth benefit cost analyses, one can create a priority schedule prior to the implementation of various options.

Private Equity

Traditionally this type of investing has only been accessible by endowment funds, pensions and institutional investors. Accessing these types of investments at the retail level creates an additional element of asset class diversification.

Real Property Pools

The ability to diversify traditional holdings through the pooling of commercial real estate properties.

Pension Style Asset Management

By developing economies of scale, we can bring institutional type investing to the retail client.

Corporate Asset Transfers

Through every corporation’s Capital Dividend Account (CDA), options exist to flow money to the shareholder on a tax free basis.

What clients are saying

We have worked with Kevin for the last 20 years and we have been very pleased with the outcome of our financial plan. They have helped us understand our goals and priorities and tailored an investment strategy for the future of our family & business. Needless to say, we are more than satisfied with their approach in keeping our investing on track. Thank-you for your excellence!

- Pam & Bruce Danylchuk

In business, I always knew how to make money but it was a whole different ball game trying to manage it in retirement. Kevin took that burden off of my plate. his sincere, candid and understanding advice is what I value the most. It gives me incredible peace of mind knowing that he is managing my portfolio.

- Brenda

Kevin is a very smart and personable financial consultant with a high degree of professional integrity. I enjoy working with him because he makes sound recommendations for my family and I, and explains his recommendations in a way that is easy to understand. I enjoy discussing the merits of personal financial strategies with Kevin and never feel under pressure to make decisions I am not comfortable with. I feel that Kevin understands my financial goals, and will help me achieve them in the years to come

- Mark Dixon

How To Get Started

Conservation

Discover who we are and how we help. Quick and painless introductory meeting

Meet

A continuation of our first conservation, we find out what your goals and concerns are.

Strategize

Taking into account your goals and concerns we create a financial strategy that fits your needs

Execute

After reviewing the strategies together, we start implementing them so these strategies can start working for you

Monitor

The world is ever-changing. With our team of experts, we monitor your portfolio, keeping it up to date to reflect these changes

Recent Blog Posts

All the of our latest blog posts