Corporate Services

For “Business Owners” we are asked to provide:

Retirement and Estate Plans for Owners
Partnership Buy/Sell Insurance
Key Man Insurance
Group Insurance
Pension Plans

Small Business Professional – If you run a medical practice or small business it is essential that you integrate your savings and protecting plans using your corporation. This may involve setting up holding companies and a family trust, asking other professionals to help you achieve your goals, like accountants and lawyers, along with your trusted financial advising firm.

Hanson Wealth Management Ltd. specializes in helping the business owner professional develop plans tailored to their unique financial situation that fits their specific needs.

This planning may include:

Key Man Insurance Plans
Partnership Insurance Plans
Group Insurance Plans
Pension Plans
Salary Continuation Plans
Business Succession Plans

We will be committed to working with your team of professionals (accountants and lawyers) to help achieve your financial goals.

Brent Hanson

CA, CFP, CLU, MBA

Testimonials

"Brent is a real leader in his field and highly qualified in his area of wealth accumulation and succession planning"

Alan Thompson

Employee Benefits Consultant, Chamberlain Wealth Mangement Inc.

"I have worked with Brent for 3 years. Brent has consistently been a leader in our industry throughout his career. Brent is dedicated to life long learning and specializes in many areas of financial planning. Whether it's a complex tax situation or maybe just a 2nd opinion on your investments, Brent is your guy!"

Greg Keith

Director of Business Development, Freedom 55 Financial

"Brent is relentlessly committed to building the optimal plan for each and every client. Everything is tailored to the specific situation, and no detail is too small. He is thorough and is recognized as a best-in-class financial planner."

Emmanuel Elmajian

Founder and CEO of Spinzo