WHO WE SERVE
We pride ourselves on working with all types of clients, from families looking to get a handle on their financial futures to businesses
seeking to provide workplace benefits to their employees. Here are some of our top client profiles:
Strata Wealth provides financial services to entrepreneurs, whether you’re new to the game or a seasoned business owner.
We work with families to come up with financial strategies that are focused on what’s most important to them: their kids.
Pre-Retirement and Retirees →
Our team provides expert financial services to people preparing for their retirement and those who have already retired.
We help young professionals to get a handle on their new incomes so they can build a solid foundation for growing wealth.
Whether you’re a small enterprise with three team members or a large company, we can deliver a comprehensive workplace benefits package.
Strata Wealth provides financial services to entrepreneurs, whether you’re new to the game or a seasoned business owner. Entrepreneurship is at the core of who we are—Strata Wealth was after all founded by an independent business owner—so we understand what it takes to establish the growth-focused financial strategies entrepreneurs are after.
We work with entrepreneurs to:
- Build wealth through high-growth-potential investments
- Provide business advice and guidance for the optimal company structure
- Explore tax savings strategies, such as business expenses, deductions, retirement contributions, and more
- Establish integrated solutions for personal and corporate finances
- Look to the future for succession planning
We work with families to come up with financial strategies that are focused on what’s most important to them: their kids. Our family financial services are geared towards building financial security over the long term and ensuring that your children are protected and have access to certain opportunities as they grow up, like higher education. Our family financial services are best suited for families with household incomes of $100,000 or more.
Our family financial services include:
- Finding the right insurance coverage to protect assets and dependents
- Establishing an effective savings plan through low-risk investments
- Planning for retirement so that dependents and parents are taken care of
Pre-Retirement and Retirees
Income planning takes on new significance when you start to think about retirement. Our team provides expert financial services to people preparing for their retirement and those who have already retired. We can help you plan your income throughout the duration of your retired years, explore pre- and post-retirement tax strategies, and provide estate planning guidance.
Our retirement financial services encompass personal finances along with workplace benefits, and government support, including:
- Old Age Security
- Company Pensions
- Income Splitting
We help young professionals to get a handle on their new incomes so they can build a solid foundation for growing wealth down the line. We work with all types of young professionals, including those in professional associations, like health professionals, lawyers, accountants, architects, engineers, and social service workers.
We advise young professionals as they:
- Navigate and invest in specialized insurance coverage, including critical illness, disability, and life insurance policies.
- Create a foundation for building wealth using strategic investments, such as real estate.
Our team works alongside businesses to deliver workplace benefits to their employees. Whether you’re a small enterprise with three team members or a large company with many more, benefits are key to both attracting good employee candidates and ensuring they remain satisfied in their jobs.
We offer comprehensive workplace benefits services to our business clients including:
- Group Benefits
- Pension Plans
- Employer RRSP
- Deferred Profit Sharing
- Health Spending Accounts
In addition to benefits, we also provide bookkeeping and tax services through our in-house, independently owned partner Strata Accounting.