Corporate Wealth Planning
DescriptionEntrepreneurs and business owners build their companies for the freedom of financial independence. Increasing personal wealth is not as basic as paying yourself a larger salary. Business owners who strive to create financial freedom for their families need to consider proper tax, investment, and insurance strategies.
At OneLife Wealth Management we work with individuals who have an existing corporate assets, be it an operating company, professional corporation, or a holding company. Our skilled team has a level of expertise helping business owners plan for how they use the proceeds of their business – whether that be income, dividend, or its sale – like few other firms in the country.
The team at OneLife will work with you to suggest tax strategy, optimal investment vehicles, and we will present the fund options available for each investment vehicle. We will work closely with you to create annual goals for your company asset base, and we will monitor these targets, while continually making adjustments to your corporate wealth planning.
We’ve helped Canadian business owners make small changes that have resulted in major improvements to their corporate planning. Working alongside your lawyer, accountant and other professional advisors, we want to make sure you protect what you’ve worked your life to build.