Partnering with WiseInvest®: A Strategic Member Benefit for Business Owners and Entrepreneurs
Your association is a trusted hub for business owners and entrepreneurs who rely on you for community, advocacy, and resources. By partnering with WiseInvest®, you can give your members access to personalized financial planning that supports their long-term growth, business continuity, and family legacy. We act as a private wealth extension of your association—empowering your members with the tools and guidance they need to thrive.
How We Help Your Members
By partnering with your association, we take the time to understand the unique challenges your members face—whether it’s succession planning, tax management, or team retention—and we tailor financial strategies that align with those specific needs.
Personalized Wealth Planning for Business Owners and Entrepreneurs
- Investment strategies aligned with corporate structures and personal goals
- Tax-efficient use of RRSPs, TFSAs, holding companies, and IPPs
- Flow-through shares for eligible incorporated members looking to reduce taxable income
Tax-Efficient Insurance Strategies
- Use corporately owned life insurance to convert business income into tax-free wealth
- Fund shareholder buyouts and protect ownership continuity
- Insured retirement solutions to create flexibility in later years
Estate and Succession Planning
- Coordinate estate strategies with legal and accounting professionals
- Fund future tax liabilities to avoid forced asset sales
- Smooth business transition and legacy planning for family-owned operations
Business Risk Management and Employee Retention
- Protect key personnel with insurance solutions
- Support shareholder agreements with buy-sell funding
- Help members offer attractive group benefit plans or executive-level financial perks
Demystifying Trusts for Your Members
Trusts can be confusing—even intimidating—for many entrepreneurs. At WiseInvest®, we help your members explore trust planning from a place of clarity and alignment.
- Because we spend more time with clients, understanding their financial priorities and family relationships, we’re uniquely positioned to guide them through this decision.
- Help your members understand if a trust fits their needs—not just how it works
- Ensure trust strategies reflect what actually matters to them
- Work with lawyers and accountants to align implementation with intention
- Add value to your membership by offering deeper, more strategic planning
Personal and Family Financial Planning
- Holistic planning that combines personal goals with business realities
- Protection for life, disability, and critical illness
- Integrated retirement income strategies using both business and personal assets
How You Benefit as an Association Partner:
- Offer a high-value member benefit without managing it in-house
- Deepen your member engagement by supporting their financial future
- Run co-branded events, webinars, or workshops to educate and empower members
When to Refer a Member to Us:
- They own a business or are incorporated and want guidance beyond basic banking
- They lack a clear financial plan that aligns their business with their personal goals
- They’re planning an exit, succession, or major business milestone
- They want to attract and retain top talent with benefit plans or long-term incentives
- They need help managing corporate earnings, taxes, or insurance needs
Let’s Make It Easy
Once we finalize our partnership, we’ll provide login credentials for your internal team or membership coordinators. Members can be referred directly through our website—securely and effortlessly. We’ll ensure every member receives tailored support, while keeping your association informed at every step.