Kumiko Umeno's Company Details
Vancouver, BC, US • 5 - 9 Employees
Financial Services
We are a boutique independent wealth management firm. We work solely with successful entrepreneurs. Simply put, we live, breathe, and love entrepreneurs.We create and implement results-driven roadmaps with transparency, sophisticated strategies, and collaboration with your advisory team. This allows you to achieve your goals. Reduce your taxes while continuing to enjoy your lifestyle, create security, and pass on your legacy.
Financial planning
Wealth management
Estate planning
Corporately owned life insurance
Buy / sell agreement funding
Long term disability and Critical Illness insurance
Tax sheltered investments
RRSP's
TFSA's
non registered
and leverage investing
RRSP's
TFSA's
Employee Benefit planning
Entrepreneurial Wealth Management
Employee Benefits Planning
Business Succession & Estate Planning
Business Succession & Estate Planning