Beyond Wealth Management

Financial Services - Regina, SK, CA

Beyond Wealth Management Details

Beyond Wealth was founded in 2011 by Leander Dueck. Prior to founding Beyond Wealth, Leander spent nearly 15 years working at Great West Life, and many of those years as a Senior Vice-President. However, Leander's desire for making an impact with business owners and their families led him to leave the corporate hallways and begin Beyond Wealth Management. Today, the entrepreneurial passion and leading financial experience the Beyond Wealth Team offers, has allowed Beyond Wealth to rise as a leader in the industry and offer unprecedented expertise for business owners, professionals and transitioning businesses.Beyond Wealth specializes in helping you clarify your goals and develop strategies to maximize the wealth you've worked so hard to realize. We understand the needs and concerns of families of affluence and are distinctively equipped to help you maximize your equity and minimize your taxes. Our advisory will design and build your Beyond Wealth plan tailored to the unique needs of affluent business owners and professionals.

Beyond Wealth Management logo, Beyond Wealth Management contact details
Website: beyondwealth.ca
Employees: 20 - 49
HQ: 306359-1999
Location: Regina, SK, CA
Revenue: 1 - 2.5 Million
Wealth Management Succession Planning Retirement Planning Financial Consulting Estate Planning Life Insurance Investment Representative
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