WHO WE WORK WITH
ACCREDITED INVESTORS
We work mainly with accredited investors in Canada. Accredited investors have access to a much wider suite of investment options than is typically available through retail investment outlets. Our goal is to connect high net worth and high income-earning professionals with strategies and products that reduce taxes and volatility while maximizing total-after tax dollars.
Three common definitions of an accredited investor are someone who has:
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An income of $200,000 annually or joint income of $300,000 annually with a spouse
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Financial assets (minus liabilities such as an investment loan) of over $1,000,000 individually or with a spouse;​​
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A net worth of over $5,000,000.
To learn more about whether you qualify as an accredited investor, just reach out and ask.
BUSINESSES
We also work closely with a number of small businesses and corporations to implement investment strategies for owners that reduce tax liabilities on investments. Some questions our corporate clients have include:
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Should I be investing personally in an RRSP or through my corporation?
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What are the tax consequences of investing corporately?
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Should I consider paying myself a salary or should I pay myself via dividends?
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William Wealth offers group benefit and group retirement planning for businesses of all sizes.
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