SaaS Wealth Insurance advises founders, business owners, professionals, and families on wealth management, insurance planning, and long-term financial strategy.
We serve as ongoing financial planning partners to clients throughout every stage of their lives and businesses.
Personal Wealth & Investment Planning
We build and manage coordinated investment portfolios for individuals, families, and incorporated professionals, including equity compensation from stock options, RSUs, and employee share plans.
Work Includes:
- Personal and corporate investment management
- Tax-efficient portfolio structuring
- Stock option, RSU, and equity award planning
- Risk management and diversification strategy
Insurance & Risk Planning
We compare coverage across multiple insurers to structure personal protection around what’s actually at stake for you and your family.
Work Includes:
- Life, disability, and critical illness coverage
- Health and wellness coverage
- Coverage comparison across multiple insurers
- Claims support
Business & Corporate Planning
We advise business owners on the financial decisions that come with building, protecting, and eventually transitioning a company, including the benefits programs that support their teams.
Work Includes:
- Corporate cash flow and tax strategy
- Buy-sell agreements and partnership structuring
- Key-person and business continuity insurance
- Group benefits design and provider comparison
- Succession and exit planning
Retirement & Estate Planning
We help clients build a clear, tax-efficient path through retirement, and structure their estate to reflect their actual wishes.
Work Includes:
- CPP and OAS timing strategy
- RRSP, RRIF, and TFSA withdrawal sequencing
- Wills, trusts, and beneficiary structuring
- Multi-generational wealth transfer
Representative Client Types
- Technology Founders
- Incorporated Professionals
- Business Owners
- Growing Families
- Individuals Approaching or In Retirement
- Advisors Building or Transitioning a Practice
Know Someone We Could Help?
If you know a founder, business owner, or family member navigating similar financial decisions, we’d love an introduction. Referrals are the biggest compliment we can get, and we make sure anyone you send our way is taken care of the same way you were.
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