IS Canadian Wealth Secrets FOR YOU?
Look at you! You’ve got a job and you’ve been saving some money.
Problem is: you can see that simply “saving” isn’t going to lead to the financial freedom you’re hoping for.
This is the same problem that I ran into – a full time math teacher who wasn’t satisfied with just paying extra on my mortgage and putting away a bit of money for a rainy day.
If you can relate, then this resource is for you.
What you’ll Need
Drive
Commitment
An Open Mind
Time frame
The Long Game
Step 1: BEGIN DEVELOP YOUR WEALTH GOALS
Why are you here anyway?
Deciding you want to begin investing to create wealth for yourself and your family is of course a fantastic move, but what specifically drove you to come here?
Begin developing your wealth goals so you can understand your “why” for taking the journey down this wealth building path.
Step 2: Determine Your Investment Style
Are you looking to add an additional stream of passive income or eager to add a longer term hard asset like real estate to your retirement strategy?
Whatever it is you are looking for, taking time to identify what types of investments will help you reach your short and long term goals is key to developing a plan that will help you get there.
Step 3: Craft Your Education Plan
After you have gained more clarity around what specific wealth building goals you are working towards, you must begin thinking about how you will achieve them.
What and where do you plan to educate yourself to ensure that you are able to meet your wealth goals?
Will you be reading books? Listening to podcasts? Enroling in courses? Engaging in mentorship or coaching? A combination of all?
Regardless of how you plan to educate yourself to take your first steps, you want to have a clear path to ensure that you don’t find yourself in the same spot 10 years from now.
Step 4
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Design Your Wealth Management Plan
Crafting a robust corporate wealth management plan for your Canadian incorporated business is not just about today—it's about securing your financial future during the years that you are still excited to be working in the business as well as after you are ready to step away. The earlier you invest the time and energy into designing a corporate wealth management plan that begins by focusing on income tax planning to minimize income taxes and maximize the capital available for investment, the more time you have for your net worth to grow and compound over the years to create generational wealth and a legacy that lasts.
Don't wait until tomorrow—lay the foundation for a successful corporate wealth management plan with a focus on tax planning and including a robust estate plan today.
Insure & Protect
Protecting Canadian incorporated business owners, entrepreneurs and investors with support regarding corporate structuring, legal documents, insurance and related protections.
INCOME TAX PLANNING
Unique, efficient and compliant Canadian income tax planning strategy that incorporated business owners and investors would be using if they could, but have never had access to.
ESTATE PLANNING
Grow your net worth into a legacy that lasts generations with a Canadian corporate tax planning strategy that leverages tax-efficient structures now with a robust estate plan for later.
GO GET STARTED!
Once a Teacher, Always a Teacher.
We are high school teachers who have learned to invest and create wealth. Now, we share this learning with others.
You know what they say:
Once a teacher, always a teacher.