Personalized wealth strategies, so you can enjoy what you’ve built.
Experts in high-value life insurance and investment strategies for Canadian business owners and professionals.
The Asset Builder strategy
Own millions in permanent coverage without draining your corporation’s capital.
Known in the industry as an Immediate Financing Arrangement (IFA). See how it works, then find out if your corporation qualifies.
Explore the strategyBuild your wealth, access it, and pass it on.
Personal Wealth Guidance
We analyze your current financial situation and understand your wealth goals, then recommend strategies for growth.
Discuss with usInsured Retirement Strategy
Know exactly what you can spend, and when, without the fear of outliving your wealth. A structured cash flow plan lets you enjoy retirement with confidence.
Discuss with usTax-Efficient Wealth Transfer
Preserve your wealth and transfer it tax-efficiently. We can help you access additional business liquidity, increase tax-deductibility, and maximize family inheritance.
Discuss with us
A multi-generational practice, built for lasting relationships.
Expert knowledge
With over 25 years of combined experience, our team brings the insight needed to help you confidently achieve your financial goals.
Prioritizing honesty
We believe honest and transparent advice builds the trust needed to make financial decisions with conviction.
Lasting partnership
As a multi-generational business of a senior and junior advisor, we’re here to build trusted, lasting relationships with you and the next generation.
Plain-English reading on tax, insurance and estates.
Ready to grow your wealth?
Book a private introductory call. We’ll learn about your goals and where you want your wealth to go.
Book a private call Or reach us at +1 (647) 821-9277 · risewealthsolutions@gmail.com