Helping You Do More With What You've Built
At Wiegers Financial & Benefits, we specialize in financial planning solutions tailored for business owners and professionals. Whether you're growing your company, planning for retirement, or preparing for succession, our team helps you make the most of your business and personal wealth, today and into the future.
What We Offer
Integrated Financial Planning
Your goals drive the plan. We work with you to create a strategy that aligns with your business and personal objectives, and that is flexible enough to evolve as your life and business do.
Shareholder and Partner Planning
Protect your business from the unexpected. We help implement Unanimous Shareholder Agreements, Buy/Sell Agreements, and funding solutions so your business stays strong, no matter what.
Retirement Planning for Business Owners
Looking beyond RRSPs? We advise on several account types including Individual Pension Plans (IPPs) and Retirement Compensation Arrangements (RCAs) to help you maximize tax efficiency and retirement savings while moving funds into your personal control.
Business Succession Planning
Whether you plan to pass down your business or transition out, we help you build a strategy that minimizes tax, protects your estate, and supports a smooth exit on your terms.
Executive and Key Person Benefits
Retain and protect your top talent. We design customized programs including Critical Illness Insurance, Health and Wellness Spending Accounts, Second Opinion Medical Services, Long-Term Care Insurance, and more.
Group Benefits and Retirement Solutions
In today’s competitive talent market, showing your team you care is key. We create flexible, personalized benefit and retirement plans that support recruitment, retention, and long-term loyalty.
Group Retirement Savings Plans Include:
- Group RRSP (GRSP)
- Deferred Profit Sharing Plan (DPSP)
- Registered Pension Plan (RPP)
- Registered Pension Plan (RPP)
Source: https://www.manulife.ca/business/group-retirement/plans-and-solutions.html
Let’s Build What’s Next Together
Our team combines decades of experience with tailored financial planning advice to help you protect, grow, and transition your business with confidence.
Connect with us to start your personalized planning conversation.
