strategic wealth solutions
You have built your wealth and have managed it to date, now let us help you navigate it more strategically. We provide you with a roadmap to efficient and tax-effective wealth protection, growth and distribution.
We help you to answer questions like:
- Are my current solutions as tax effective as possible?
- Do my personal interests align with my corporate interests in a tax-efficient way?
- Should my family have an ownership interest in my business?
- Am I sufficiently protected against the loss of a partner or key person?
- Is my estate set up to minimize money going to the government and maximize money going to my family?
Business owners and professionals have a variety of needs to be met, those of yourself, your family, your business, or practice and possibly those of your employees. Taking your family and business finances into account allows us to identify and gather your team of financial experts together to navigate you to your financial destination. In addition to your Licensed Financial Professional, your team may include:
- Business Insurance Brokers
- Mortgage Professionals
- Group Benefits representatives
- Personal Pension Plan experts
Lion’s Share Wealth Management assessed our current business model, helped us to pinpoint our goals and provided us with strategic solutions and industry experts to meet our needs. We didn’t know what we didn’t know until we met with them. We feel confident that all of our bases are now covered, knowing that the team from Lion’s Share Wealth Management is on our side.