When it comes to that time of the year to have your taxes prepared count on IWM to get the job done right!
Running a small business is busy enough for entrepreneurs. Count on IWM to handle all of your small business taxation needs.
Corporations depend on IWM to handle all of their income tax needs during the fiscal year.
Owning a house is a big step for anyone. Count on IWM to give you peace of mind when it comes to your home owner insurance.
At IWM we ensure that as an employer you have your employees covered. We work to understand your objectives and make them a reality.
Making sure your loved ones are taken care of after you are gone is important. We have many plans that can be tailored to suit your needs, wants, and requirements.
IWM helps you create a plan that enables you or your spouse or common-law partner to contribute to an RRSP in the most tax efficient manner possible. It is not just about the immediate tax savings, but the future liability and how to manage that future tax efficiently.
Need a plan for after your professional working life? Count on IWM to create a roadmap and a plan to help your retirement become a successful one.
Investment Wealth Planning
Talk to our educated and professional team so that we can assist you with the best plan for you and your family for investing and saving. We help our clients throughout the years to generate investment revenue for themselves as well as to plan for inter-generational transfers of family wealth.
Philip and the team at Innovative Wealth helped us to claim credits we did not know we could access on behalf of dependants. Their efforts made all the difference to our parents living a more comfortable retirement
Phil and the team at Innovative Wealth have been providers of factual market conditions without the sugar coating. Good old fashioned advice and solid performance.
Philip Primeau and the staff at Innovative have prepared our annual tax returns for many years and we have always been happy with the results. Last year, we employed them as a tax advisor and we were given a range of income/tax options that helped us to plan our retirement finances and we were pleased with the results.
My husband and I have the good fortune of working with Phil Primeau and his team at Innovative Wealth Management over the last several years. Their knowledge and thoroughness enabled us to make informed and proper decisions respecting our financial security. We have trusted and continue to trust Phil and his team and would highly recommend their services.
When you are in the financial industry you know the image you have to project to people. You have to be agile and authoritative; Consulting WP lets us show clients that we are slick yet also have substance.
Prior to joining Consulting WP, Bianca ran a project management software firm in the U.S. and worked in consulting and investment banking.
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.