The 20/20 Vision Program
For Executives and Business Owners
As a business owner it can be a challenge trying to find the perfect balance between family and business responsibilities.
As a small business owner myself, the complexities in our financial affairs have reached a level that benefits from professional expertise in the areas of wealth, estate, insurance and tax planning.
Often we are too busy to attend to these things until we get a wake-up call from the doctor or the CRA or worse.
Our business model brings together a wealth of accomplished specialists who together will partner with maximize your wealth and minimize taxes.
The planning opportunities you, your corporation and holding companies have are very compelling, but sadly over-looked by many to the glee of the tax man.
Let’s work together to unearth strategies that will insure that you are taking advantage of everything you can.
Family Tree Wealth Management