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.

Planning a summer vacation? Make sure you’re covered. ✈️Unexpected delays, cancellations, or medical emergencies can tur...
06/22/2026

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

Happy Father’s Day to all the dads, grandfathers, and father figures who inspire us every day.
06/21/2026

Happy Father’s Day to all the dads, grandfathers, and father figures who inspire us every day.

So much time, money and stress can be saved by proper planning. This is what our Wealth Transition Toolkit is for! Find ...
06/20/2026

So much time, money and stress can be saved by proper planning. This is what our Wealth Transition Toolkit is for! Find out more here: www.finuity.ca/transition-toolkit

Life insurance can do more than provide protection—it can play a strategic role in both personal and corporate financial...
06/18/2026

Life insurance can do more than provide protection—it can play a strategic role in both personal and corporate financial planning.

For some business owners, a shared ownership life insurance strategy offers a way to address multiple objectives within a single policy, helping align estate planning, wealth transfer, and corporate planning goals.

Understanding how these arrangements work can open the door to more integrated and efficient planning opportunities. www.finuity.ca/when-one-life-insurance-policy-can-serve-two-planning-objectives

For business owners and senior executives, traditional retirement savings vehicles like RRSPs and RPPs may not provide e...
06/17/2026

For business owners and senior executives, traditional retirement savings vehicles like RRSPs and RPPs may not provide enough income to sustain their lifestyle after retirement. A Retirement Compensation Arrangement (RCA) offers an alternative that allows for more substantial retirement savings while offering tax advantages and flexibility. www.finuity.ca/retirement-compensation-arrangements-an-option-for-high-income-earners

Looking for a tax-efficient way to reward and retain key executives?A shared interest critical illness policy can protec...
06/15/2026

Looking for a tax-efficient way to reward and retain key executives?
A shared interest critical illness policy can protect the business and provide a long-term return-of-premium benefit to the employee. Protection + incentive in one smart strategy.

Does your Group Benefits Advisor provide:▶️ Clear renewal reviews so there are no surprises▶️ Claims support—someone in ...
06/10/2026

Does your Group Benefits Advisor provide:

▶️ Clear renewal reviews so there are no surprises
▶️ Claims support—someone in your corner
▶️ Simple guidance for smooth plan administration
▶️ Proactive check-ins to keep you on track
▶️ Insights on new products and trends
▶️ Long-term strategies to protect your bottom line

If not, you might want to consider a change!

One of the biggest challenges for business owners is the unpredictability of rising premiums. If you’re looking for a wa...
06/08/2026

One of the biggest challenges for business owners is the unpredictability of rising premiums. If you’re looking for a way to support your team while keeping your budget in check, a Health Spending Account (HSA) might be the answer.

With an HSA, you set a defined annual allocation per employee. You get:

✅ 100% cost predictability for your business.
✅ Tax-deductible business expenses.
✅ Non-taxable benefits for your employees.

It’s a win-win for your bottom line and your team’s wellbeing.

When it comes to family cottages, businesses, or recreational land, the issue isn’t just who gets what—it’s how to fairl...
06/06/2026

When it comes to family cottages, businesses, or recreational land, the issue isn’t just who gets what—it’s how to fairly divide what can’t be split.
That’s where life insurance becomes a powerful tool. By creating liquidity in your estate, it helps:

✅ Equalize inheritances
✅ Avoid forced sales
✅ Prevent family conflict
✅ Preserve the legacy you’ve built

And despite what you might think, setting this up doesn’t have to be complex.

▶️ Learn how to simplify a complicated problem: www.finuity.ca/how-life-insurance-can-solve-family-inheritance-challenges-for-legacy-assets

Building a healthy Capital Dividend Account (CDA) balance is only half the battle. The real magic is in the timing. ⏳The...
06/03/2026

Building a healthy Capital Dividend Account (CDA) balance is only half the battle. The real magic is in the timing. ⏳

The CDA allows you to pay out tax-free dividends at virtually any time, but “any time” shouldn’t mean “randomly.”

Should you distribute those funds now? Defer them until retirement when your other income streams drop? Or coordinate them with your estate plan to equalize inheritances for the next generation?

Flexibility is the CDA’s greatest strength—but it requires a master plan to execute properly. 👉 Contact us to set yours up.

Address

35 Renault Crescent, 200
Saint Albert, AB
T8N4B7

Telephone

+15876892450

Website

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