Corporate Wealth Planning

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Entrepreneurs and business owners build their companies for the freedom of financial independence. Increasing personal wealth is not as basic as paying yourself a larger salary. Business owners who strive to create financial freedom for their families need to consider proper tax, investment, and insurance strategies.

At OneLife Wealth Management we work with individuals who have an existing corporate assets, be it an operating company, professional corporation, or a holding company. Our skilled team has a level of expertise helping business owners plan for how they use the proceeds of their business – whether that be income, dividend, or its sale – like few other firms in the country.

The team at OneLife will work with you to suggest tax strategy, optimal investment vehicles, and we will present the fund options available for each investment vehicle. We will work closely with you to create annual goals for your company asset base, and we will monitor these targets, while continually making adjustments to your corporate wealth planning.

We’ve helped Canadian business owners make small changes that have resulted in major improvements to their corporate planning. Working alongside your lawyer, accountant and other professional advisors, we want to make sure you protect what you’ve worked your life to build.

Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including SBW Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and SBW Wealth Management. Note that individuals from SBW Wealth Management will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. SBW Wealth Management may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.