We specialize in helping families achieve what is most important to them.
We are a team of professionals, counselling clients and their family in total wealth management. Our approach is based on holistic planning and LifeCycle Planning. Our relationship with each client is predicated on professional stewardship and expert guidance.
Our clients tell us time and time again that they enjoy the peace of mind knowing we are there for them with trusted and qualified advice. With personalized LifeCycle Planning as a backbone, our clients feel at ease making good financial decisions throughout their lives.
Whole Wealth Plus (Canada) was founded with one unified focus: the client and their well-being. Through our integrated, holistic approach, each client receives a customized Plan with unique markers personalized to their needs. We bring together their professional/business tax planning with their personal family wealth planning. The process is goal and vision based; client goals with client vision.
By integrating the clients' professional /business tax planning into their personal lives we are able to create strategies that enrich their family wealth. We look at all of the pieces from a 'big picture' perspective. Our approach and application of strategies is holistic and integrated to each client’s personal situation.
Are you a Professional/Business Owner?
For Professionals and business owners alike, being successful brings with it a double edged sword. The more successful you are, the more likely you are to owe more tax. Although there are many business tax planning strategies available, their effectiveness inside your personal tax planning can neutralize the benefit. It is very important to develop and have a good comprehensive plan that takes the 'bigger Picture' into account. That is to say, integrating on a holistic basis personal and business planning.
"Should I dividend money out of my company, or take a salary?" Or, "What is the best way to take money out of my Holding Company tax efficiently?" These questions are common among Professionals with a professional corporation and business owners. The answer is, "it depends".
It depends on many things. But firstly, it depends on your goals and objectives, and those of your family members. It also depends on your personal situation and what it is that you are trying to achieve. Is there a certain Risk to mitigate (investment, creditor or debt Risk to name only a few), or is retirement funding and lifestyle spending the key focus? LifeCycle Planning can analyse the income assets, net worth and cash flow of the 'family' situation, and then develop suitable tax planning strategies with business and personal agendas in mind, all of which is integrated into a holistic plan.
By integrating the clients' professional /business tax planning into their personal lives we are able to create strategies that enrich their family wealth. We look at all of the pieces from a 'big picture' perspective. Our approach and application of strategies is holistic and integrated to each client’s personal situation. We bring together their professional/business tax planning with their personal family wealth planning. The process is goal and vision based; client goals with client vision.