Estate Planning for Business Owners
Estate Planning for Business Owners
Our vision was inspired by a dedicated group of professionals working in concert with our clients to identify, address, and attend to the unique opportunities available to Canadian families looking to build and protect inter-generational wealth.
Whether working alongside your current slate of trusted advisors – building upon an existing foundation, or forging an entirely new path forward, our aim at WFS is to work with you to help make the most informed and impactful decisions concerning your family’s financial well-being.
Our office will examine numerous strategies; and highlight the benefits and shortcomings of each, exploring options and possibilities you may not have previously considered. Once a plan has been crafted, we will assemble the team required to carry out this plan in the most concise and efficient manner possible.
So, what does that truly look like? Here are the areas in which we excel:
- Multi-Generational Capital Appreciation and Preservation
- Minimization of Taxes and Fees
- Institutional or pension-style investment Management, inclusive of Diversified Alternatives when appropriate
- Advanced Insurance Strategies, understanding insurance as an Asset Class
- Optimizing Corporate Structures – considering the needs of both the Shareholders and the extended Family Members
- The Intelligent Use of Credit – when it makes sense and provides you an advantage.
- Risk Mitigation, for Today and for the Future
- Developing and Maintaining an Estate Plan that properly reflects your family values.
- Focused Monitoring – making certain your plan continuously reflects your wishes in an ever-changing world.
Together we can optimize your assets, simplify your taxes, reduce administrative headaches, and foster harmony for generations to come.
Our vision was inspired by a dedicated group of professionals working in concert with our clients to identify, address, and attend to the unique opportunities available to Canadian families looking to build and protect inter-generational wealth.
Whether working alongside your current slate of trusted advisors – building upon an existing foundation, or forging an entirely new path forward, our aim at WFS is to work with you to help make the most informed and impactful decisions concerning your family’s financial well-being.
Our office will examine numerous strategies; and highlight the benefits and shortcomings of each, exploring options and possibilities you may not have previously considered. Once a plan has been crafted, we will assemble the team required to carry out this plan in the most concise and efficient manner possible.
So, what does that truly look like? Here are the areas in which we excel:
- Multi-Generational Capital Appreciation and Preservation
- Minimization of Taxes and Fees
- Institutional or pension-style investment Management, inclusive of Diversified Alternatives when appropriate
- Advanced Insurance Strategies, understanding insurance as an Asset Class
- Optimizing Corporate Structures – considering the needs of both the Shareholders and the extended Family Members
- The Intelligent Use of Credit – when it makes sense and provides you an advantage.
- Risk Mitigation, for Today and for the Future
- Developing and Maintaining an Estate Plan that properly reflects your family values.
- Focused Monitoring – making certain your plan continuously reflects your wishes in an ever-changing world.
Together we can optimize your assets, simplify your taxes, reduce administrative headaches, and foster harmony for generations to come.
A family office experience like no other.
WFS Wealth & Financial Strategies is an independently owned and operated wealth management firm serving multi-generational families with complex needs, and our comprehensive range of services and expertise goes far beyond traditional wealth management. Advice once reserved exclusively for the ultra-wealthy, available locally to high-net-worth families.
Every client has different values, goals, and objectives.
No two paths are the same. Our personal in-depth approach enables us to customize solutions and utilize best practices to accommodate each of our clients’ unique needs.
It’s what makes WFS Wealth & Financial Strategies – “The Family Office”.
Built for every generation.
Everything we do is focused on delivering the best outcomes for each of our clients, so they can achieve their immediate objectives and build a legacy for the future.
Built on the tradition of family office service, trust, and transparency.
Whether you are an entrepreneur, professional, or the head of an established family business, WFS Wealth & Financial Strategies is built to deliver the ultimate client experience.
Being an independently operated firm enables us to be nimble in a constantly changing environment. This ensures we consistently stay ahead and are responsive to your needs.
WFS Wealth & Financial Strategies
Trust Well Spent
A family office experience like no other.
WFS Wealth & Financial Strategies is an independently owned and operated wealth management firm serving multi-generational families with complex needs, and our comprehensive range of services and expertise goes far beyond traditional wealth management. Advice once reserved exclusively for the ultra-wealthy, available locally to high-net-worth families.
Every client has different values, goals, and objectives.
No two paths are the same. Our personal in-depth approach enables us to customize solutions and utilize best practices to accommodate each of our clients’ unique needs.
It’s what makes WFS Wealth & Financial Strategies – “The Family Office”.
Built for every generation.
Everything we do is focused on delivering the best outcomes for each of our clients, so they can achieve their immediate objectives and build a legacy for the future.
Built on the tradition of family office service, trust, and transparency.
Whether you are an entrepreneur, professional, or the head of an established family business, WFS Wealth & Financial Strategies is built to deliver the ultimate client experience.
Being an independently operated firm enables us to be nimble in a constantly changing environment. This ensures we consistently stay ahead and are responsive to your needs.
WFS Wealth & Financial Strategies
Trust Well Spent
WFS Wealth and Financial Strategies offers this site, including all information, software, products and services available from this site or offered as part of or in conjunction with this site, to you, the user, conditioned upon your acceptance of all of the terms, conditions, policies and notices stated here. WFS Wealth and Financial Strategies reserves the right to make changes to these Terms and Conditions immediately by posting the changed Terms and Conditions in this location.