Helping Redefine What It Means To Be Wealthy
Muskoka | Barrie | GTA | Abbotsford, BC
The Strata Process
STEP 1
Introduction
STEP 2
Is It A Fit?
STEP 3
Discovery
STEP 4
Recommendations
STEP 5
Welcome Aboard
STEP 6
Living Your Plan
How Strata Helps
Our goal is and has always been simple: to use our knowledge and experience to support and guide our customers in creating tailored wealth management strategies. Whether it’s helping an entrepreneur to grow their business or advising people on how to plan for their retirements, we are looking out for you and your interests, not our bottom line.
Our Strategic Partners
The Strata Story
Our goal is to help you make the right financial decisions. To achieve this, we work closely with you to get a full picture of your financial situation and objectives. In other words, we’re not only interested in looking at what money you have to invest: we look at the whole picture.
What People Are Saying
Latest News
Understand Business Structures in Canada and How Each Is Taxed
Some of the primary deciding factors in how your business will be taxed include your business structure, size and overall income. In this article we
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Virtual Healthcare: A Valuable part of your Employee Benefits Program
Let’s take a quick look at what ‘virtual healthcare’ means, why you should consider offering it and finally how to include it in your benefit
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The $250 Million RRSP: A Look at the Tax Implications for Canada’s Largest Retirement Account
In this article we look at the $250 Million RRSP and the tax implications for Canada’s largest retirement account.
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