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

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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.

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Intergenerational wealth transfer strategies

Intergenerational wealth transfer strategies

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

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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.

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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

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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.

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Key person insurance

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

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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. 

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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 our advisory team today

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