What We Do
Our goal is to assist individuals, small, and mid-size business owners in providing customized value added solutions to their financial needs as well as providing a wholistic “Big Picture” plan of your current and future financial situation. Whether that is done by maximizing wealth via tax planning strategies that allows you to tax efficiently transfer money or strategies that minimize risk by diversifying your assets and many other strategies, we are here to assist you!
How We Are Different
With 25 years of business experience, we bring a high level of energy and enthusiasm to servicing our corporate clients. Through our business connections and our team of “EXPERTS” in their respective fields, we offer businesses an unique approach in acting as a resource center for them. We are here to make your life easier! Whether you are starting a new business, running an established business or winding down your business our team is there to guide you throughout your business life.
Services we offer:
Corporate Wealth Maximization
Corporate Estate Equalization
Executive Disability Plans
Retaining Key Executives
Been in business for less than two years? We have the team here at Maximum Wealth to assist you with making sure your company is set up in a tax efficient manner, as well as do full financial plans spanning over multiple years so you know exactly where your business will be in the future so you can focus on your business and not worry about where you are heading. We also provide access to other professionals if you need help in other areas such as lawyers, accountants, marketing specialists, technology advisors and more!
Already run an established business? We provide tax effective compensation strategies for owners to look after and reward their loyal employees. We also work with you to offer corporate tax planning and wealth building strategies ensuring you have more money to invest back into your business, or money to invest. Finally, for the owners looking to retire we offer tax efficient succession planning. We have access to a business selling broker to provide you with the best offer. We also can set up a tax efficient plan if you want to keep the business in the family and pass it onto a family member.
Defined Benefit Pensions
Do you know all your options? If you have a Defined Benefit Pension you have the option of commuting it over. Using our team of experts, we have come up with 5 KEY benefits to commuting your pension. We also provide a complete retirement plan to make sure you have a clear picture of your future.
Health Benefits & Life Insurance
If you are a business owner and want to give your employees health benefits, we have the perfect solution. With exclusive rights in Manitoba to Quikcard we can offer rates no other company can. We also have a variety of Life Insurance options to find you the best solution for your situation.