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FINANCIAL SOLUTIONS
At Strata Wealth and Risk Management, Inc., we understand that in order to achieve and maintain healthy finances, it’s important to look at the whole picture. We take a broad and integrated approach when it comes to managing your finances, linking elements like cash flow planning and tax preparation with insurance and estate planning.
Explore our full financial solutions:
![Pre-Retirement Strata Wealth](https://stratawealth.ca/wp-content/uploads/2022/06/pre-retirement-2-strata-wealth-1024x683.jpg)
Retirement Planning →
Our team is on hand to create custom financial strategies that reflect your priorities and retirement goals.
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Cash Flow
Planning →
Cash flow planning is where we start with most of our clients and is the first step to building a sound financial plan
![strata wealth financial solutions investing](https://stratawealth.ca/wp-content/uploads/2022/06/strata-wealth-financial-solutions-investing-1024x683.jpg)
Investing →
We work with you to understand your financial ambitions, why you want to invest, and what impact you want your investments to have.
![Retirement Planning Strata Wealth](https://stratawealth.ca/wp-content/uploads/2022/06/sw-service-retirement-plan-1024x683.jpg)
Estate Planning →
Estate planning ensures that the wealth that you’ve built in your lifetime is preserved and passed on to your loved ones.
![strata wealth financial solutions life insurance](https://stratawealth.ca/wp-content/uploads/2022/06/strata-wealth-financial-solutions-insurance-1024x683.jpg)
Insurance →
We specialize in a number of insurance products, including life insurance, critical illness insurance, and disability insurance.
![](https://stratawealth.ca/wp-content/uploads/2022/06/sw-service-cash-flow-1024x683.jpg)
Tax Saving Services →
Our advisors and in-house accounting firm are knowledgeable in how taxes impact your finances.
![strata wealth financial solutions living benefits](https://stratawealth.ca/wp-content/uploads/2022/06/strata-wealth-financial-solutions-living-benefits-1024x683.jpg)
Living Benefits →
The most common insurance policies with living benefits are critical illness insurance and disability insurance.
![businesses strata wellness](https://stratawealth.ca/wp-content/uploads/2022/06/businesses-strata-wealth-1024x683.jpg)
Workplace
Benefits →
Workplace benefits are vital to boosting satisfaction and retention levels amongst employees.
![Strata Wealth Succession Planning](https://stratawealth.ca/wp-content/uploads/2022/06/strata-wealth-succession-planning-header-1024x683.jpg)
Succession
Planning →
For entrepreneurs, succession planning is an integral part of securing the future of your business.
![strata wealth financial solutions living mortgages](https://stratawealth.ca/wp-content/uploads/2022/06/strata-wealth-financial-solutions-mortgages-1024x683.jpg)
Mortgages →
As part of our complete financial services, our mortgage services are offered in-house by Strata Mortgages.
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Bookkeeping →
We offer in-house bookkeeping services through Strata Accounting, an independently owned and operated business.
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Tax Preparation →
As part of our complete financial services, we offer in-house accounting through Strata Accounting.
![Tyler Strategy Session Strata Wealth](https://stratawealth.ca/wp-content/uploads/2022/06/sw-service-tyler-strat-session-1024x683.jpg)
Strategy Session with Tyler →
These one-on-one sessions enable you to discuss anything and everything related to business with Tyler.
![](https://stratawealth.ca/wp-content/uploads/2022/06/sw-service-investments-1024x683.jpg)
QROPS →
Strata Wealth is one of a few of Canadian financial service providers that is authorized to transfer UK pension plans to a Canadian QROPS account