Finuity Wealth

Finuity Wealth is a leading financial services firm dedicated to providing comprehensive wealth management and group benefits planning solutions. Focused on helping business owners safeguard their most valuable assets—family, business, employees, and wealth—Finuity Wealth offers a suite of expert services designed to optimize financial security and growth. Located in St Albert, Alberta, at 35 Renault Crescent, Suite 200, Finuity Wealth is committed to delivering tailored strategies that meet the unique needs of each client.

Finuity Wealth specializes in several key areas, including tax-effective savings and income strategies, estate and legacy planning, wealth transition planning, and charitable and philanthropic planning. For businesses of all sizes, Finuity Wealth provides group benefits and pension plans, including traditional, core, and flex plans, health and wellness spending accounts, and employee RRSP, TFSA, and pension plans. Additionally, Finuity Wealth offers deferred profit-sharing plans and personal planning strategies for employees, ensuring comprehensive financial well-being.

Executive planning services for business owners include 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, and wealth transition planning. Finuity Wealth is dedicated to creating lasting financial success and security for its clients. We invite the manager of Finuity Wealth to create a customized and exclusive company showcase and product listing on our platform to further highlight the exceptional services offered. The address is 35 Renault Crescent, 200 St Albert, Alberta T8N 4B7, CA.