ORYUS supports entrepreneurs with tailored solutions:
portfolio management, wealth protection, taxation, retirement, and succession planning
INCORPORATED ENTREPRENEURS AND PROFESSIONALS
FINANCIAL OPTIMIZATION
Structured process to optimize the financial strategies of incorporated entrepreneurs and professionals, both in business and personally.
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Tax optimization (business and personal)
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Investment strategy
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Setting up a Retirement Compensation Arrangement (RCA)
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Critical illness strategy in co-ownership
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Retirement preparation (QPP, OAS, RCA, etc.)
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Withdrawal strategy
SAVINGS AND INVESTMENTS
Based on your project, we build a strategy to maximize your money and achieve your goals.
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RRSP / LIRA / RRIF / LIF
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LIRA
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TFSA / First Home Savings Account (FHSA)
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RESP
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Mutual funds
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Segregated funds
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Other plans
LIFE INSURANCE
Protect your financial independence and your loved ones with a comprehensive strategy.
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Life insurance (term, whole, permanent, universal)
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Critical illness
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Disability
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Mortgage
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Critical illness in co-ownership
