Wealth With Vision
Private Wealth committed exclusively to Canada's incorporated professionals.
Testimonials
Dr. Johnathan Lam, FYidoctors
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Our Services
Tax & Retirement Planning
Understanding the relationship between the professional corporation and the shareholder is an imperative part of the financial planning process. Not all the tools that are available to the professional are taxed the same. All tools must be used effectively to optimize after-tax results, increase gains and maximize after-tax retirement cash flow.
Portfolio Optimzation
Network Wealth Private Investment Management builds and manages strategically allocated and risk controlled portfolios for incorporated professionals. While the portfolio managers enhance returns, the financial planning team works collaboratively to optimize the after-tax results.
Estate Planning Strategies
Estate planning can often make people and family members uncomfortable. The truth is that a Professional Corporation can be a very tax efficient vehicle while managing your practice, but the “PC” can be a very inefficient tax vehicle from an estate planning point of view. When properly considered, an estate plan can strengthen retirement cash flow, while increasing the after-tax value of the estate, while at the same time considering a legacy design that supports your values.