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InsuranceBenefitsBusiness ServicesBusiness ServicesEmployee Assistance Programs
About Us
We empower the 4% of small business owners determined to transform their business into an asset - the wealth engine that creates intentional wealth so that they achieve their lifestyle and legacy goals.
We accomplish this through a proprietary framework that leverages your business' existing success - partnering with you to optimize all 9 aspects of intentional wealth.
Are you an incorporated business owner? We should talk.
Events
Coach-Consultant in-Residence
- Sometimes you just need good advice, not a whole program. Our Complimentary Coach-Consultant in Residence meets you at your need.
- Friday Dec 27, 2024
Rep/Contact Info
Kristy Ferguson
- Phone: (705) 915-0200
- 54 Cedar Pointe Drive, Unit 1207 c/o OfficeInc! Barrie ON L4N 5R7
Mark Sampson
- Phone: (705) 915-0200
- 54 Cedar Pointe Drive, Unit 1207 c/o OfficeInc! Barrie ON L4N 5R7