Businesses & Professionals
We understand how important your business is to you. We prioritize protecting what you've worked hard for and taking care of the people that got you there . Let's work together to make sure your business is strong today and secure in the future.
Your Reliable Partner in the Dynamic Business World
What's Best for You?
Every business is unique, with its own set of challenges, goals, and aspirations. We pride ourselves on our ability to work closely with our clients, ensuring that we truly understand their individual needs and requirements. We believe in forging strong partnerships with our clients, collaborating closely to find the best solutions that are tailored to their specific situations. You can be confident that we have your back, providing you with customized strategies and innovative approaches that align with your business objectives.
We offer guidance on
Buy/Sell Agreements
Cash Flow Banking
Keyman Protection
Initial Funding Agreements (IFA)
Corporate Estate Transfers
Group Benefit Plans
Corporate Insured Retirement Plans
Group RSP Plans
We are positioned to work in collaboration with your legal and accounting associates or provide access to our key partners to ensure that your operational solutions are robust and effective. Engaging with Latitude Wealth to safeguard your business means you can rest assured that the hard work and time you have invested in your business will be protected.
Our Process
1
Get to know each other
Our commitment to every customer is to take the time to get to know you and find out what is right for you and your needs.
2
Analysis
By taking the time to understand your unique objectives and situation, we will analyze your goals and explore every option to devise a tailored plan that fits your needs. Gain the peace of mind that comes with knowing things are taken care of.
3
Options/Solutions
We will meet again to discuss all available options, and then walk you through a plan to ensure it meets your individual goals and objectives.
4
Approval & Implementaion
We will be with you every step of the way to ensure that you make informed decisions and can achieve your financial goals.
We Work With the Very Best
