The wealth and estate planning team at Prizm Financial has created innovative investment solutions and tax-efficient planning concepts for small business owners, executives, and other qualified families.
We deliver flexible plan designs and cost-effective solutions to small business owners.
We understand the need to be competitive in the labour market and have created affordable plan designs that help small business owners attract and retain employees over the long-term.
We offer tailored investment solutions, retirement, and estate planning. Our professionals are well versed in a wide-range of tax-efficient strategies for small business owners and entrepreneaurs.