Planning Strategies

Would you like to increase your income without reducing your estate?

Here's how it works:

Your company uses all, or a portion of its interest bearing investment to purchase a life annuity contract, which provides a guaranteed income during your lifetime.

If you're interested in increased income today, while ensuring that the assets you have worked hard to build are still available to gift through your estate tomorrow, contact us at 403-537-5853 or email info@wealthco.ca

Can I pay less and leave more?

Is it possible to increase after-tax income and leave more for your loved ones?

Where will the money come from if you are unable to work?

Would you like to leave more to your loved ones and less to the government?

An Employee Profit Sharing Program (EPSP) is an arrangement that allows an employer to share business profits with all or a designed group of employees.

The Corporate Insured Retirement Program (IRP) provides a business planning opportunity with insurance protection plus the potential to access accumulated policy values tax-free.

A Private Health Services Plan allows you to expense your medical and dental costs (for you and your employees) through your company.