Business owners and entrepreneurs

Custom strategies

Risk management solutions for business owners and entrepreneurs

At WSC Financial Solutions Inc, we recognize that as a business owner, you have unique financial needs that extend beyond your personal wealth. Our dedicated team focuses on helping you manage both your personal and corporate assets, offering a wide range of financial services tailored to your specific requirements.

Wealth management

Managing personal and corporate assets

People reviewing documents at the conference

Customized investment strategies

Customized investment strategies

We work closely with you to create customized investment strategies that align with both your personal financial goals and the needs of your business.

A women sitting on her laptop looking up and smiling.

Intergenerational wealth transfer strategies

Intergenerational wealth transfer strategies

We understand the importance of transferring your hard earned savings to the next generation. We utilize tax efficient solutions to protect your legacy.

father with his two sons

Access to industry leading investment options

Access to industry leading investment options

We customize portfolios using top rated, industry leading, investment options. We are not bound to proprietary products.

 Graph for Tax-efficient investments

Tax-efficient investments

Tax-efficient investments

We work closely with you to create customized wealth management strategies that align with both your personal financial goals and the needs of your business.

Insurance strategies

Insurance strategies for business owners

WSC Financial and Sun Life logos on glass window

Employee benefit solutions

Critical illness insurance can be used to provide an influx of cash if one of your key employees or owners suffers a major health event. In the event that you do not claim on the policy a portion of premiums paid may be returned to you personally.

Client at front desk

Key person insurance

Safeguard your business from unexpected events by insuring key individuals, providing financial stability during challenging times.

Client at front desk

Funding solutions for
buy/sell agreements

 

Life and critical illness insurance can be used to help protect one of your biggest assets in the event of death, catastrophic health event and more. 

Advisor handing over a business card

Corporate retirement strategies

Discover how corporate-owned life insurance can be used as a tax-efficient strategy to protect your business interests, reduce tax liabilities and help you save for retirement.

Let's discuss your goals

Contact us

We invite you to get in touch with us today to discuss your financial goals and explore how we can work together to achieve them. Your financial success is our top priority, and we look forward to being a part of your story.

Contact Us

Fields marked with an asterisk (*) are required.