AMS WEALTH

Strategic wealth planning advice focused on the succession of your family-owned business and wealth. We work together with professional advisors in creating tax-efficient customized succession plans for your business and wealth... Providing strategic wealth planning advice focused on the areas of tax and estate, business succession planning, corporate ownership structures and wealth transfer alternatives. We assist you with providing a roadmap for critical decision making in respect to your business and wealth. Emphasis is placed on your tax and legal ownership of assets and insurance planning needs and opportunities available... Every family and private business is different, each with its own unique challenges. Some family members can represent key employees to the active operations of the private business and others can represent significant shareholder value (sometimes one can be both). By understanding both the business and your family we can provide valuable advice to help..

Also known as: AMS Wealth Inc.

Primary location: Markham