Personalized wealth strategies, so you can enjoy what you’ve built.
Experts in high-value life insurance and investment strategies for Canadian business owners and professionals.
Meet Rise Wealth Solutions Inc.
A short introduction to who we are and how we help business owners and professionals plan with confidence.
Build your wealth, access it, and pass it on.
Grow and protect your wealth
Personal wealth planningWe look at where you stand today and what you want your wealth to do, then recommend strategies to grow it and protect it.
Discuss with usRetire on a clear income plan
Custom retirement strategiesKnow what you can spend, and when, without the fear of outliving your money. A structured income plan lets you enjoy retirement with confidence.
Discuss with usPlan who takes over your business
Business succession planningWhether the business goes to a partner, a family member or a buyer, we help you put the plan and the funding in place, so the handover happens on your terms.
Discuss with usPass on what you’ve built
Tax-efficient estate planningPlan for the tax that comes due at death, so more of what you’ve built can reach your family. We work alongside your accountant and lawyer.
Discuss with us
A multi-generational practice, built for lasting relationships.
Expert knowledge
With over 25 years of combined experience, our team brings the insight needed to help you confidently achieve your financial goals.
Prioritizing honesty
We believe honest and transparent advice builds the trust needed to make financial decisions with conviction.
Lasting partnership
As a multi-generational business of a senior and junior advisor, we’re here to build trusted, lasting relationships with you and the next generation.
Logos are trademarks of their respective owners.
Plain-English reading on tax, insurance and estates.
Ready to grow your wealth?
Book a private introductory call. We’ll learn about your goals and where you want your wealth to go.
Book a private call Or reach us at +1 (647) 821-9277 · risewealthsolutions@gmail.com