Partnering with WiseInvest®: Financial Execution for the Vision You Help Build
As a business coach, you help entrepreneurs gain clarity, set goals, and scale with purpose. At WiseInvest®, we turn that clarity into action—by building financial strategies that support your clients’ growth, protect their business, and align with their long-term personal and family goals. Together, we help your clients succeed both in business and in life.
How We Help Your Clients
We complement your coaching with personalized, actionable financial strategies that reduce risk, grow wealth, and create peace of mind—so your clients can focus on execution.
Financial Planning That Matches the Growth Plan
- Align investment strategies with business expansion and long-term objectives
- Build wealth inside corporations while reducing tax exposure
- Implement flow-through shares, holding companies, IPPs, RRSPs, and TFSAs for tax efficiency
Strategic Corporate Restructuring & Estate Freezes
- Implement estate freeze strategies to lock in the current value of the business and pass future growth to the next generation or trusts
- Coordinate with tax and legal advisors to ensure the freeze supports both business and personal goals
- Use freezes to enable succession planning without triggering immediate tax liabilities
Insurance Solutions to Protect Growth
- Protect the business with key person insurance and shareholder buyout funding
- Use corporate-owned life insurance to reduce future tax burdens and create liquidity
- Build Capital Dividend Accounts to extract tax-free wealth
Exit, Succession & Legacy Planning
- Help business owners prepare for sale or generational transfer
- Ensure financial stability for the family in the case of unexpected events
- Coordinate estate strategies with accountants and lawyers
Talent Retention and Team Planning
- Design group benefit programs for small and growing teams
- Develop executive financial incentive plans, including insured retirement strategies
- Help entrepreneurs build cultures that attract and retain key people
Trust Planning That Matches the Vision
As a business coach, you help clients dream big and scale with purpose. We help ensure their financial and legacy strategies match that vision—including trusts, when appropriate.
- Clients often hear they should have a trust—but rarely understand why. We guide them through that decision with clarity, always tying it back to the growth, transition, and family goals you’ve helped them define.
- Align trust strategies with the long-term vision and growth plan
- Support succession planning and intergenerational wealth goals
- Avoid overly complex legal setups that don’t serve the business owner’s true intentions
- Bring clarity to the emotional and financial dynamics behind a trust
Personal and Family Financial Planning
- Blend personal and business wealth strategies for complete peace of mind
- Provide protection through life, disability, and critical illness insurance
- Build lifestyle-aligned retirement income from corporate and personal sources
How You Benefit as a Business Coaching Partner:
- Offer deeper value by helping your clients implement real-world financial structures
- Stay focused on business growth and leadership while we support the financial backend
- Gain reciprocal referrals when our clients need expert coaching to take their business to the next level
When to Refer a Client to Us:
- They’re scaling and need a financial plan that matches their ambition
- They’re retaining earnings or growing value but haven’t planned for succession
- They’re ready for an estate freeze but need proper planning around it
- They lack protection for key people or themselves
- They want to build benefits or financial incentives to grow and retain their team
Let’s Make It Easy
Once we establish a partnership, your team will receive login credentials to refer business owner clients directly through our website. We’ll take care of the rest—ensuring your clients have a trusted financial strategy partner while you lead them toward growth.