Finuity Wealth

We are a Wealth Management and Group Benefits planning firm. We focus on helping business owners protect everything that matters most to them; their family, their business and employees and their wealth. Our Areas of Expertise: Wealth Management Tax effective savings and income strategies Estate & legacy planning Wealth transition planning Charitable & Philanthropic planning Group Benefits & Pension Plans for all business sizes Traditional, Core and Flex Plans Health & Wellness Spending Accounts Employee RRSP, TFSA and Pension plans Deferred Profit Sharing Plans Personal planning strategies for employees (savings & insurance) Executive planning for Business Owners: Tax effective planning at all levels (Opco, Holdco, and personally) Income protection Business continuation planning (Funding buy-sell agreements, key person protection and loans) Succession planning Wealth transition planning Charitable & Philanthropic Planning We invite you to reach out and learn more about our planning process.