Finuity Wealth

Finuity Wealth Wealth Management & Group Benefits planning firm helping business owners protect what matters most. We are a Wealth Management and Group Benefits planning firm.

We focus on helping business owners protect everything that matters most to them; their family, their business and employees and their wealth. Our Areas of Expertise:

Wealth Management

➜ Tax effective savings and income strategies
➜ Estate & legacy planning
➜ Wealth transition planning
➜ Charitable & Philanthropic planning

Group Benefits & Pension Plans for all business sizes

➜ Traditional,

Core and Flex Plans
➜ Health & Wellness Spending Accounts
➜ Employee RRSP, TFSA and Pension plans
➜ Deferred Profit Sharing Plans
➜ Personal planning strategies for employees (savings & insurance)

Executive planning for Business Owners:

➜ Tax effective planning at all levels (Opco, Holdco, and personally)
➜ Income protection
➜ Business continuation planning (Funding buy-sell agreements, key person protection and loans)
➜ Succession planning
➜ Wealth transition planning
➜ Charitable & Philanthropic Planning

We invite you to reach out and learn more about our planning process.

Dental coverage doesn’t have to be confusing! We help our clients understand their group benefits to help avoid surprise...
06/01/2026

Dental coverage doesn’t have to be confusing! We help our clients understand their group benefits to help avoid surprises and out-of-pocket expenses. Contact us with any coverage or claims questions!

When it comes to protecting your financial future, many assume that either disability insurance or critical illness insu...
05/29/2026

When it comes to protecting your financial future, many assume that either disability insurance or critical illness insurance will do the job. In reality, they serve very different purposes. Understanding the difference—and why you might need both—is key to building a more complete safety net. www.finuity.ca/critical-illness-vs-disability-insurance-whats-right-for-you

Are your employees actually using their benefits?Underused coverage can signal misalignment between your plan and your t...
05/27/2026

Are your employees actually using their benefits?

Underused coverage can signal misalignment between your plan and your team’s needs.

Regular audits help ensure your plan is working for your people—not just sitting on paper.

We work hard to establish and strengthen trust in our client relationships. We always want it to be clear that your inte...
05/25/2026

We work hard to establish and strengthen trust in our client relationships. We always want it to be clear that your interests are the centerpoint of our relationship.

Life is unpredictable, but your financial security doesn’t have to be.Critical Illness Insurance provides a tax-free, lu...
05/20/2026

Life is unpredictable, but your financial security doesn’t have to be.
Critical Illness Insurance provides a tax-free, lump-sum payment if you’re diagnosed with a serious condition like cancer, heart attack, or stroke.

How it helps:
• Income Replacement: Pay your mortgage or bills while you focus on recovery.
• Medical Costs: Cover specialized treatments or out-of-country care.
• Flexibility: Spend the payout however you need—no strings attached.

Critical Illness insurance is often very affordable and provides priceless peace of mind.

Happy May Long! We hope you’re enjoying the weekend.
05/18/2026

Happy May Long! We hope you’re enjoying the weekend.

Estate planning made easier. The Finuity Wealth Transition Toolkit is designed for Canadians 50+ who want to leave a cle...
05/15/2026

Estate planning made easier. The Finuity Wealth Transition Toolkit is designed for Canadians 50+ who want to leave a clear, lasting legacy. It helps you:

✅ Organize important estate details
✅ Guide executors step by step
✅ Start meaningful family conversations

Give your loved ones peace of mind—and your executor the roadmap they’ll need.

👉 Learn more about the toolkit here: finuity.ca/estate-transition

Planning a summer vacation? Make sure you’re covered. ✈️Unexpected delays, cancellations, or medical emergencies can tur...
05/13/2026

Planning a summer vacation? Make sure you’re covered. ✈️

Unexpected delays, cancellations, or medical emergencies can turn a great trip into a costly one.

Travel with confidence knowing you’re protected every step of the way. Get a quote today and focus on enjoying the journey—not the “what ifs.” finuity.ca/travel-insurance

Address

35 Renault Crescent, 200
Saint Albert, AB
T8N4B7

Telephone

+15876892450

Website

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