3365 Harvester Road, Suite 111, Burlington, ON L7N 3N2
Our Mission: To Eradicate the Destruction of Private Business Wealth
Working with owner-operators of companies typically with annual sales between $2M – $25m to help them maximize the wealth the business creates and minimize risk. Our “WealthMax” comprehensive, fee-based planning process identifies the gaps in 6 key areas and provides solutions to close them. Often, we “QB” the process, and bring the best professionals in to help as required.