q
Providing a full suite of tailored financial planning for families and business professionals, Zenith Private Wealth Counsel is a guiding light to financial peace of mind. After all, it's about; Your Wealth. Your Life. Your Dreams.
Zenith Private Wealth Counsel | Wealth Management for Business Owners & Entrepreneurs
16801
page-template-default,page,page-id-16801,ajax_fade,page_not_loaded,,side_menu_slide_with_content,width_470,qode-theme-ver-7.5,wpb-js-composer js-comp-ver-4.12.1,vc_responsive
 

Wealth Management for Business Owners & Entrepreneurs

We get it – we understand what it takes for entrepreneurs and business owners to overcome challenges and thrive at every stage of their personal and professional journey. We’re entrepreneurs at heart, too.

 

Intertwining in ways that had not anticipated, we also know that the line separating personal and business finances can be as clear as mud. No matter where you are in the life cycle of your business, we’ll help you maintain solid footing by threading wealth maximization strategies that span through the different stages of formation, growth, transition and post-exit phases.

 

Moreover, with continuing market, regulatory and tax changes, navigating financial complexities can be challenging even for the most informed. This is where we start…with an overall financial health check up between you and your business. Through a diagnostic and systematic approach, we apply ways to:

Save

  • Pay less taxes (Tax shelter, credit, deferral)
  • Tax deductible fees
  • Professional Corporation
  • Individual Pension Plan (IPP)
  • Employee Health and Life Trust
  • Insurance as an asset class
  • Corporate Class Mutual Funds

Grow

  • Risk-adjusted returns
  • Investment management process
  • Tax efficiency
  • Cost efficiency

Protect

  • Risk management
  • Estate planning
  • Succession planning
  • Business Exit Strategy