Case Studies
Explore Real Results
Proven Success!
Discover How We have Helped Clients Reach Their Full Potential
When the co-founders of a growing software firm approached WiseInvest™, they were concerned about losing top programmers and project managers to competitors with more attractive retirement benefits. Their existing approach relied heavily on group RRSPs, and while it worked for some employees, many felt the plan was too basic to provide long-term financial security. High turnover was costing the company thousands of dollars in rehiring and training.
A mid-sized manufacturing company came to WiseInvest™ to review their benefit plans. During our evaluation, we discovered a surprising gap: despite paying significantly high premiums for extended health insurance, their employees remained dissatisfied with the coverage. In fact, the company was paying 50% more in premiums than the value employees actually used.
When Maria, the owner of a successful catering company, realized her profits were shrinking under heavy taxes, she decided to seek help. Despite increasing revenue, she noticed that unnecessary tax bills and potential legal risks were eroding her bottom line. Maria turned to WiseInvest™ for corporate restructuring strategies and tax saving restructuring tips.
When Claire, the owner of a thriving manufacturing company, decided it was time to sell the business she’d spent decades building, she became concerned about the tax implications. A friend mentioned capital gains exemptions—a way to potentially save hundreds of thousands in taxes—but Claire had no idea how to maximize capital gains exemptions. That’s when she reached out to WiseInvest™.
When Paul, a successful construction business owner, decided it was time to pass wealth on to his children, he discovered a significant challenge: the future growth of his company could trigger hefty tax bills during the transfer of his estate. Seeking tax-efficient strategies for business owners, he reached out to WiseInvest™ for guidance.
Michelle, a successful entrepreneur, had spent decades growing her manufacturing company into a multi-million-dollar enterprise. Over the years, she built a substantial corporate estate—but was alarmed to learn that nearly 50% of those assets could be lost to taxes without proper planning.
Seeking a more tax-efficient route, Michelle reached out to WiseInvest™ to explore corporate estate planning solutions. That’s when she discovered the Corporate Preferred Estate Transfer (CPET) strategy.
When Sarah, the owner of a successful manufacturing company, realized only her eldest son was active in running the business while her other two children pursued different careers, she worried about fair inheritance. She wanted the child involved in the business to inherit it without disinheriting the others. That’s when WiseInvest™ introduced a strategic solution involving corporate life insurance and a new class of shares.