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Shared Ownership Critical Illness

Shared Ownership Critical Illness

by Wealthstream Partners Inc. | Nov 1, 2024 | Blog, business owners, corporate, health benefits

Shared Ownership Critical Illness offers business owners and incorporated business professionals a way to access the retained earnings in their corporation or provide benefits to a key employee.Talk to us to see how we can help you.
Retirement Planning

Retirement Planning

by Wealthstream Partners Inc. | Sep 30, 2024 | Blog, Family, health benefits, life insurance, retirees, Retirement, RRSP

Most of us understand the benefits of sensible retirement planning. Still, it doesn’t feel relatively straightforward when it comes to creating your retirement strategy and putting it into effect. The reality is that, while there are lots of variables to...
Protecting Key Talent using Group Benefits

Protecting Key Talent using Group Benefits

by Wealthstream Partners Inc. | Aug 31, 2024 | Blog, business owners, dental benefits, group benefits, health benefits

Building a Sustainable Future TogetherAs specialists in group benefits, the primary goal is to cultivate a sustainable future by collaborating closely with clients. The belief is that an informed and engaged workforce is pivotal for the success of any organization. A...

Recent Posts

  • 2026 Financial Calendar
  • 2025 Year-End Tax Tips and Strategies for Business Owners
  • 2025 Personal Year End Tax Tips
  • 2025 Federal Budget Highlights
  • 5 Emerging Trends in Group Benefits Every Employer Should Know

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How We Work Together



1. BOOK A MEETING

We talk about your finances & goals.

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2. CREATE THE PLAN

We provide you with a customized plan to achieving your financial goals. 

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3. EXECUTE THE PLAN & REVIEW

Relax and enjoy your financial success.

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SERVICES

Business Owners

Incorporated Professionals

Retirees

Phone: 519-242-7284

Toll-Free: 1 (866) 969-5232

Email: justin@wealthstream.ca

Address: 45 Allen St. West, Waterloo, ON, N2L 1C9

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