CUSTOM SOLUTIONS

Comprehensive financial strategies for business owners

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

Customized wealth management

Customized wealth management

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.

Investment diversification

Investment diversification

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.

Wealth transfer strategies

Wealth transfer strategies

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.

Access to industry leading investment options

Access to industry leading investment options

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.

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 tax reduction

Corporate-owned life insurance

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.

Corporate-owned life insurance for buy/sell funding

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.

Key person insurance

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

Shared ownership critical illness

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.

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.

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