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Business Owners

As a business owner, partnering with us grants you access to expert financial guidance, streamlined insurance solutions, and strategic investment management, empowering you to protect and grow your business while securing your personal wealth and legacy for generations to come.

Join our Private Client Group for Business Owners and learn about

* Must meet certain requirements, including minimum investment to qualify

Insurance Protection

  • Key Person Insurance
  • Buy/Sell Agreements
  • Debt & Tax Liability Funding
  • Investor Protection
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Group Insurance Premiums

  • Greater bargaining power = cheaper group rates
  • Larger selection of Insurance Companies competing for your Business
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Private Investment Pools

  • Low Cost Investments
  • Private Investment Products for Qualified Investors
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Generational Wealth Transfers & Estate Planning

  • Strategies to Minimize Estate Tax
  • Maximize Generational Wealth Transfers to Beneficiaries
Learn more

Our Offerings in Insurance

Secure your future with personalized insurance plans designed to protect against life's uncertainties.

Business Owners Group Plans

We offer group plans designed for businesses of all sizes. In addition to our group savings plans, we also offer group insurance. 

Business Owners Group Insurance

Elite Private Wealth can work with your business to find and compare the best rates for your company’s group insurance plans. 

Business Owners Pension Plan

A personal pension plan (PPP) allows incorporated business owners who draw a T4 income from their corporation to set up a combination pension plan.

Business Owners Insurance

 A main function of these insurance plans is to ensure that no money is lost in a sudden and/or unfortunate circumstance.

How are We different?

maximize your income and unlock piece of mind in easy steps

Fee Based Asset Management

Benefit from increased transparency and lower investment fees by negotiating the fees you pay for advice

Portfolio Analysis

After careful analysis of your goals we build portfolio aimed at reducing risk and improving performance 

Working with a CFP®

The Certified Financial Planner® (CFP®) designation has been recognized as the standard for financial planning.