Dedicated to Your Business's Legacy
Most business owners feel crushed 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 Owners Deserves An Advisor Who's Got A Plan

Here are some of the benefits of working with us:

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Understanding Your Unique Needs
We recognize the complexities of your financial situation as a business owner. We offer specialized advice that transcends standard financial planning tailored to your specific goals.
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Fully Personalized Plan
We create a unique Living Plan that evolves with your life’s changes. We focus on the details, understanding that they significantly impact your bigger dream.
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Expert Guidance
Our team, with expertise in tax and retirement planning, works alongside IG Private Wealth Management’s specialists in tax, estate, and advanced financial planning.
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Business Advisory
You don't have to figure it out alone. We make sure you've got a team of professionals ready to help you when you need it.
Protect Your Life's Work With A Plan That Works
At the heart of our practice lies a commitment to understanding and reflecting your life's work in your financial plan.

You deserve someone who is going to partner with you to achieve you and your family's dreams.

Meet Grant Strachan: The Financial Advisor For Hard-Working Business Owners

Grant Strachan is not just a financial advisor; he's a partner in ensuring the financial legacy of your business and the prosperity of your retirement. He's dedicated to translating the success of your business into a fulfilling and secure personal financial future.

His journey in the financial sector, marked by over a decade of experience, has given him a wealth of experience to make sure you are in the best care.

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We recognize that your business is an integral part of who you are.

Being at the helm of a company can be a solitary journey. We comprehend the challenges business owners face in juggling their time, energy, and financial commitments. Our primary mission is to simplify your responsibilities and assist you in establishing a consistent income for life, all the while granting you the freedom to forge a lasting legacy.

Grow Wealth, Increase Freedom and Reduce Stress

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

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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.
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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.
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Dedicated Care & Service
We're dedicated to crafting a financial future as specialized and attentive as the care you give your customers, reflecting your unique journey as a business owner.
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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.
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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.
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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.
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Selling Your Business
Optimize your financial management with us, freeing up your time and alleviating stress. Our services empower you to concentrate on steering your business and savoring your personal life, all while entrusting your finances to capable hands.
Doing it alone puts you at risk of mismanaging your wealth because of poor tax strategies, bad investment choices, and poor planning.
Take the first step to building your wealth the right way and book a call with Grant today.
Schedule A Call