Beyond Wealth Management Solutions & Services in Canada

Lock in the life you dreamed of with effective solutions tailored to your needs.
Frustrations over taxes, market downturns, and inflation eating up your hard-earned money end here. Beyond Wealth provides investment strategy, wealth advisory, financing and lifestyle services that will help you achieve your financial objectives.
Wealth optimization for today. Security for tomorrow.
Different phases of life come with different demands, and being financially prepared to face these allow you to put your focus on more important areas of your life.

We help you maximize your wealth in every stage of your life through our proprietary Wealth Optimization Process.

Get financial advice from our experts on:
  • Asset Management
  • Tax Planning
  • Strategic Asset Allocation
  • High Net Worth Specialization
  • Income Planning and Projections
  • Risk Analysis
  • Estate Planning
  • Education Funding
  • Retirement Planning
  • Disability Security
  • Financial Security Solutions
We recognize that your income is sensitive to tax. That’s why we focus on providing tax-efficient solutions to ensure we maximize your savings and effectively attain your goals.
As you begin to imagine retirement the excitement and anticipation quickly build, but so does an overwhelming feeling from the dizzying array of financial options.
  • Should I take Canada Pension (CPP) early or delay?
  • Is a payout annuity or retirement income fund (RIF) better for me?
  • What type of investments should I have?
  • How can I best utilize corporate assets to help fund my retirement?
  • How can I avoid Old Age Security (OAS) claw back?
  • How can I effectively split income with my spouse?
  • How much life insurance should I have?
  • How do I reduce my taxes?
Find clarity and confidence in a retirement plan that guarantees sustenance in your golden years. We manage over $300 million in personal financial assets for business owners and professionals. Our independence and exposure to a wide range of investment vehicles allow us to create a plan that meets your long-term goals.

Enjoy a comfortable life throughout retirement. Book a consultation today.

Your company’s vision and goals lead the process of identifying the solution that will best serve your people.
Our employee benefits solutions include:
  • Healthcare and dental care benefits
  • Wellness and disability programs
  • Life and accidental death and dismemberment benefits
  • International benefit plans
  • Online services
  • Benefit solutions for small businesses
  • Pension plans
Our team can also provide analysis, investment solutions, fee structure, and employee education that your business requires to administer a successful employee pension plan.

Navigate the complicated arena of employee benefits with ease. Find out how our advisors can help you.

If you are like most business owners, 75 – 80% of your personal net worth is tied up in the value of your business, simply because over the years, your best investment return was your business.

Don’t take the reactive route to business transition.

In many instances, business owners are not prepared for the inevitable transition of management and ownership that is quickly approaching. Often, it’s only dealt with in emergency situations such as the death or illness of an owner or partner or when a new partnership is needed following a cash-flow crisis.
Time is required to monetize the value of your business into personal assets to ensure the funding for the next stage of your life, whether it is transferred or sold to family or a third party.

business transition plan allows you to design the future transfer of management, ownership and control of your business to a chosen successor(s) – be it family, business partner or an outside third party.

However, to achieve your financial goals, transition planning must go beyond maximizing the value of your business and facilitating its sale or transfer. It should include your future plans, your family’s financial needs, philanthropic goals, and the reduction of taxes. Asset and estate protection should also be included to safeguard your loved ones’ future in the event of your death or disability.
The end result will be a wealth management plan that will secure the future of your business and your family.
The best time to plan for business transition was yesterday. The next best time is now.