Dedicated to Your Business's Legacy

Most business owners feel overwhelmed by the burden of trying to figure out their finances alone.

The journey to success can feel lonely, especially when you're at the top. Your business isn't just a venture—it's an integral part of who you are. We understand the intricate balancing act business owners perform, juggling time, energy, and financial obligations. Our unwavering commitment is to simplify and bring clarity to your financial journey. We're here to assist you in crafting a lifelong paycheck, affording you the invaluable time to construct a legacy that will endure.

Every Business Owner Deserves An Advisor With A Solid Plan.

The benefits of partnering with us:

Understanding Your Needs

We recognize the complexities of your financial situation as a business owner. Our specialized advice goes beyond standard financial planning, tailored precisely to your specific goals.

Fully Personalized Plan

We create a unique Living Plan that evolves with your life's changes. By focusing on the details, we ensure they significantly impact your broader dreams and aspirations.

Expert Guidance

Our team, experienced in tax and retirement planning, collaborates with IG Private Wealth Management’s specialists in tax, estate, and advanced financial planning.

Business Advisory

You don’t have to navigate it alone. Our team of professionals is ready to assist you whenever you need expert guidance and support selling or acquiring a business.

Protect Your Life's Work With A Plan That Works

Our core mission is to deeply understand and integrate your life's work into your financial strategy.

You deserve a dedicated partner who will work alongside you to realize your and your family's dreams.

Meet Grant Strachan: The Preferred Financial Advisor For Business Owners

With a deep-seated passion for financial planning and a heart for serving those in the business community, Grant Strachan stands out as a experienced professional in wealth management for business owners.

His journey in the financial sector, marked by over a decade of experience, has been shaped by a singular mission: to provide tailored financial solutions for incorporated professionals.

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Grow Wealth

Reduce Taxes

Our services are part of our commitment to you and your business:

Customized Growth Strategies

We specialize in providing personalized financial planning for business owners. We focus on your unique cash flow, capital reinvestment, and long-term growth to propel your business forward.
Retirement Planning Expertise

We understand the unique retirement planning needs of business owners. Our services include succession planning and transforming business wealth into the right personal retirement fund.
Strategic Business Tax Planning

Our team excels in navigating the complex world of business tax, offering strategies that reduce liabilities and boost your bottom line. We identify deductions and credits to maximize your after-tax profits.
Debt and Capital Management

Managing your business debts and leveraging capital effectively is crucial. We provide strategic guidance to maintain a healthy balance sheet and support your business's growth.
Financial Management

We streamline your financial management, saving you time and reducing stress. This allows you to focus on running your business and enjoying your personal life, knowing your finances are in capable hands.
Selling Your Business

Sourcing potential buyers or acquisition targets for your business can be complicated. We provide expertise in deal sourcing, due diligence, company valuation and negotiation to help you take advantage of growth opportunities and realize maximum value.