Financial Planning and Tax Consulting for Small Corporate Clients

THAT LEADS TO
INTENTIONAL WEALTH BUILDING
FOR INCORPORATED BUSINESSES IN CANADA

Corporate Wealth Advisory

What does the New Generation of Wealth Builders look like? If you are a Business Owner or an Incorporated Professional, it could be you!

How? Through tools and options that you may not even know you qualify to activate… Go beyond the one-year financial lens to explore how you can leverage the 9 Pillars of Intentional Wealth to maximize the cash flow you are already generating in order to have exponential results. Book your sounding board session to discover which of these pillars can multiply your efforts and shorten your path to success.

Don’t let holes in your current financial plan for your corporation cause you to miss out on opportunities to build intentional wealth and financial independence. 

We guide our clients toward achieving their financial goals utilizing Corporate and Personal Wealth Building Strategies including our proprietary program Integrated Corporate Life™ to get your profit working for you.

Right Size Your Business Profit First

Our Tradewinds Group team Working with you to Scale your Profit before you Scale your Business so that you create a solid managed growth trajectory and a business that runs like clockwork.

Our ideal client? A small business serving their local community, providing employment, experiencing success in their revenue and looking to understand where their profit is going. We help you right-size your profit to industry standards allowing you to stop under-hiring, stop constantly putting out fires, get out of operations, and find real time freedom so your business finally starts paying off.

Corporate Consulting on Structure and Tax Efficiency

A significant need for almost every business owner we work with as we build your wealth plan is to evolve your Corporate Structure based on your financial picture and business goals. You may have already made some adjustments – added a Hold Co., bought real estate etc. but don’t worry – almost everything can be evolved to match your current and future success needs.
Because optimizing your tax situation is complex and key to how you build your wealth, our team at Podium and Tradewinds along with our trusted partners devote the time and attention needed to analyse, advise, and orchestrate the structure you need – and teach you to use it with wisdom.

Corporate Consulting and Business Planning

• Focus on your Excellence to build consistent Revenue
• Optimize your Business Model to produce healthy Profit
• Create an Action-and-Execution focused PILOT Business Plan to Activate
• Tap into Wealth Building Tools and Tax-Wise Options that turn that Profit into Wealth

Optimizing your success creates powerfully fast results to your bottom line and your lifestyle. Book a Sounding Board session to identify where you are now and your best next steps.