Expert advice to achieve your financial goals through investment, insurance, and effective tax planning.

Corporate Services

For “Business Owners” we are asked to provide:

  • Retirement and Estate Plans for Owners
  • Partnership Buy/Sell Insurance
  • Key Man Insurance
  • Group Insurance
  • Pension Plans

Small Business Professional – If you run a medical practice or small business it is essential that you integrate your savings and protecting plans using your corporation.  This may involve setting up holding companies and a family trust, asking other professionals to help you achieve your goals, like accountants and lawyers, along with your trusted financial advising firm.

Hanson Wealth Management Ltd. specializes in helping the business owner professional develop plans tailored to their unique financial situation that fits their specific needs.

This planning may include:

  • Key Man Insurance Plans
  • Partnership Insurance Plans
  • Group Insurance Plans
  • Pension Plans
  • Salary Continuation Plans
  • Business Succession Plans

We will be committed to working with your team of professionals (accountants and lawyers) to help achieve your financial goals.