Fantastic (and correct) questions from your client, and fascinating concept. The more I feel like I know about this, and then I watch/listen to your channel, the more I feel super left behind. There is so much to know about this, but I feel like there isn't a standard structured way to it. What fees do you charge for a consultation on something like this? Just curious.
Hey your situation is super common. We don’t charge fees for our consultation or guidance. Want to dig deeper? Go here: canadianwealthsecrets.com/masterclass Ready for a discovery call? Go here canadianwealthsecrets.com/discovery
Hi @error-yi1ew thanks for stopping by! Our goal at Canadian Wealth Secrets is to unpack many of the "unknown" options that are out there and - specifically for incorporated business owners - the biggest strategy that is unknown is related to insurance strategies both for tax minimization and also for asset accumulation. Sorry that you're either not incorporated or a high T4 income earner where some of these insurance strategies don't help as much... or, if you are, you are probably missing some of the key pieces :(. Thanks for stopping by.
Fantastic (and correct) questions from your client, and fascinating concept. The more I feel like I know about this, and then I watch/listen to your channel, the more I feel super left behind. There is so much to know about this, but I feel like there isn't a standard structured way to it. What fees do you charge for a consultation on something like this? Just curious.
Hey your situation is super common. We don’t charge fees for our consultation or guidance.
Want to dig deeper? Go here: canadianwealthsecrets.com/masterclass
Ready for a discovery call? Go here canadianwealthsecrets.com/discovery
just change your youtube channel name to Canadian Life Insurance Secrets
Hi @error-yi1ew thanks for stopping by!
Our goal at Canadian Wealth Secrets is to unpack many of the "unknown" options that are out there and - specifically for incorporated business owners - the biggest strategy that is unknown is related to insurance strategies both for tax minimization and also for asset accumulation.
Sorry that you're either not incorporated or a high T4 income earner where some of these insurance strategies don't help as much... or, if you are, you are probably missing some of the key pieces :(.
Thanks for stopping by.