Thorough Wealth

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Thorough Wealth

Empowering Canadian Business Owners

We help Canadian business owners secure their future and freedom through expert wealth education and consultation. Our team specializes in addressing the personal and corporate financial challenges that come with running your own business. Whether it's optimizing your tax, retirement, or estate plan– Thorough Wealth's consultants will help you secure your future for your lifetime and beyond.

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Nurturing your wealth. Keeping you on track.

Thorough Approach

A personal approach to wealth planning that considers all aspects of your life— your time, your money, your health, and your relationships.

Maintaining Your Wealth Book

Helping you consolidate and maintain copies of all of your most important documents: wills, powers of attorney, life insurance policies, quarterly investment reports, and much more.

Virtual Advising

Keeping you on track to reach your wealth goals with flexible and comprehensive virtual advising to fit your busy schedule.

Securing your future with holistic wealth planning

Retirement Planning

Retirement Planning

Maximizing your wealth to support your dream lifestyle in retirement.

Tax Planning

Tax Planning

Working with you and your professional team to minimize your tax burden.

Executive Compensation

Executive Compensation

Moving money out of your company efficiently so you and your employees can prosper.

Business Exit Planning

Business Exit Planning

Finding the most rewarding and flexible options for leaving your business.

Insurance Planning

Insurance Planning

Using insurance to help you secure your personal and business interests.

Estate Planning

Estate Planning

Helping you leave a legacy are proud of.

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