Financial planning for businesses and entrepreneurs

Taking care of business. Together.
Is this the service for you?
  • You may be looking for ways to help protect personal assets and cash flow of the business, protect personal income or income of partners or preserve wealth built-up in your business.
  • Our advisors can work with you to develop a comprehensive plan that addresses these issues.
  • Explore building personal wealth by growing and protecting personal investments in a tax efficient manner, by creating a plan that could include mutual funds, segregated funds and insurance products.
  • Explore creditor protection strategies such as spousal RSPs to transfer wealth, putting personal assets in someone else’s name or in a trust.
  • Life insurance and insurance-based investments in your estate plan could help bypass probate. It could also help you safeguard your business in the event you were disabled, or help with succession planning.
  • Explore critical illness/disability insurance to protect the company’s wealth in the event of an owner/partner suffering an unforeseen serious illness.

Alliance Wealth Management is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investment services to members of credit unions and their communities. Trademarks of Alliance Wealth Management are used under licence by Credential Financial Strategies Inc. Mutual funds, other securities and security-related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.

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