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.

Connect

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

Anylysis

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.

Ryan R

Couldn’t be more happy with how Ryan has looked after our whole family’s insurance, and the recommendations made that have put or family in the best possible situation insurance wise.
Knowing that Ryan has our best interests at heart and seeing how and what he does to make sure my family is looked after is priceless.

"First rule of business, protect your investment"

-The Etiquette of the Banker 1775

We Can Help

Connect

Businesses & Professionals

Your Reliable Partner in the Dynamic Business World

What's Best for You?

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

Our Process

1

2

3

4

We will be with you every step of the way to ensure that you make informed decisions and can achieve your financial goals.

"First rule of business, protect your investment"

-The Etiquette of the Banker 1775

We Can Help

We Work With the Very Best

Latitude Wealth Management

Businesses & Professionals

Your Reliable Partner in the Dynamic Business World

What's Best for You?

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

Our Process

1

2

3

4

We will be with you every step of the way to ensure that you make informed decisions and can achieve your financial goals.

"First rule of business, protect your investment" -The Etiquette of the Banker 1775

We Can Help

We Work With the Very Best

Latitude Wealth Management

"First rule of business, protect your investment"

-The Etiquette of the Banker 1775