ENTREPRENEURS AND INCORPORATED PROFESSIONALS
ORYUS Wealth Management supports entrepreneurs with personalized solutions to optimize their wealth, including portfolio management, tax planning, retirement strategy, and estate planning, tailored to their business and personal goals.
FINANCIAL OPTIMIZATION
We implement a structured process that helps the entrepreneur and/or incorporated professional optimize their financial strategies for both the business and personal needs.
Tax Optimization for Business and Personal
Investment Strategy Planning
Establishment of a LIRA
Critical Illness Strategy in Co-ownership
Retirement Preparation (CPP, OAS, Pension Funds e.g., LIRA)
Withdrawal Strategy
SAVINGS AND INVESTMENTS
Depending on the planned project, we will work together to develop a financial strategy that maximizes the potential of your money to help you achieve your goal.
RRSP/LIRA/RRIF/LIF
LIRA
TFSA/First Home Savings Account (FHSA)
RESP
Mutual Funds
Segregated Funds
Other Plans
PERSONAL INSURANCE
Take advantage of a comprehensive strategy to protect your financial independence and those you love.
Life (temporary, whole, permanent, universal)
Critical Illness
Disability
Mortgage
Critical Illness in Co-ownership
