Financial Security Planning For Business Owners
Grow your business with confidence
Grow your business with confidence
Positioning your business for long-term wealth creation and preservation begins with precise and strategic financial planning.
VANCOUVER’S LEADING FINANCIAL PLANNER
Maintain your legacy with the support of an expert
Why is financial security planning important for business owners?
You’ve worked hard to build your business from the ground up. Take calculated risks with confidence, grow your business, and focus on what you do best while protecting your legacy in the face of unforeseen circumstances.
What can we do to help?
We offer a comprehensive portfolio of financial security planning services that’ll keep your business profitable and protected from all angles.
Financial security planning for startups
Starting a new business is always risky. Introduce certainty by partnering with a certified financial planner to overlook financing and implement risk management strategies.
Weather any storm with confidence. Prepare for the unexpected by making sure your business can survive in the face of unforeseen circumstances.
Partnership and shareholder agreements
Guarantee business continuity and protect your financial interests by relying on rock-solid buy-sell agreements that plan ahead in the event of a missing business owner or partner.
Strategic tax planning
Canada offers a range of tax incentives for its business owners. Take full advantage of incentives, benefits, and opportunities with an informed expert by your side.
Attract, retain, and engage highly qualified employees with attractive remuneration, compensation, and benefits packages.
Prepare for the day when you’re ready to step back with comprehensive retirement, estate, and legacy planning that puts you first.
The SaaS Wealth Advantage for Businesses
We can take you where you want to go. At SaaS Wealth, our mission is to empower every client to feel financially secure by leveraging innovative technology and industry expertise to bring their goals into focus.
Getting to know you
We take the time to discuss your business objectives, answer any questions you might have, and put together a comprehensive action plan tailored to your unique situation and needs.
What are your values?
We plan with the future of your business in mind. Here’s where we discuss what matters most to your business and its employees.
Where are you now?
What resources do you have at your disposal? Planning your organization’s financial future can be confusing without a well-defined starting point.
Where would you like to go?
What are your short- and long-term goals? Whether you’re interested in critical illness coverage or group retirement savings plans, we’re here to help.
Assessing your profile
The next step is to validate your organization’s financial position, identify strengths, uncover weaknesses, and profile any threats or opportunities.
Where are you currently headed?
We use a variety of financial planning tools, industry-leading strategies, and our extensive FPSC experience to build accurate projections.
How resilient are your finances?
Here’s where we test your financial standing to expose potential vulnerabilities in the face of unexpected circumstances and worst case scenarios.
Where can you go instead?
Next on our list is a “What If” analysis that uses scenario modelling to evaluate an array of potential opportunities and benefits.
Optimizing your strategy
Gain a clear understanding of how to reach your financial goals. Make informed decisions with the confidence that comes from working with an expert.
Which path is the right one?
Each financial strategy we employ is analyzed from four different perspectives: insurance, tax, legal, and investment.
Is there a way to get there faster?
As your financial guide and partner, we make sure to identify, test, and recommend the optimal solutions based on your objectives.
Who can you rely on along the way?
When you partner with us, you partner with our network of vetted industry leaders, diverse professionals, and leading financial institutions.
Driving better outcomes
Gain the ultimate peace of mind by making sure your organization’s financial future is in the hands of a certified financial planner with a clear understanding of your goals.
Never hesitate to ask. Our goal is to keep clients informed and updated every step of the way.
Frequently Asked Questions
Anyone in Canada can call themselves a financial planner or advisor. Becoming a certified financial planner (CFP), however, requires rigorous training. A CFP is a qualified professional that maintains internationally-recognized standards of expertise, skills, and ethics.
Relying on a CFP offers the highest level of assurance that your financial future is being handled with professional excellence and a client-centered approach that puts your interests first.
SaaS Wealth Insurance is independent. Rather than represent any one company, we prefer to represent your best interests with an open, multi-platform approach and access to an extensive professional network.
We serve clients across Canada.
We also serve clients face-to-face at our office in Vancouver—or anywhere our clients would prefer to meet in Greater Vancouver.