Business owners have a unique relationship to risk.

Owners become successful by taking a risk, but they often stay successful by mitigating risk thereafter.

A vital part of creating enduring wealth and success is integrating personal and corporate capital in a way that discerns unnecessary risk.

As acknowledged pioneers in Individual Pension Plans, Retirement Compensation Arrangements and insurance planning strategies, we ensure that you have the right structures in place to take full advantage of the opportunities available to you as an owner, while mitigating the risk in your personal and corporate wealth.

Click below to read our Case Study:

"When I came to Coleman Wealth there was a lot I wanted to do with my wealth, and it seemed little time to do it in. They put in the effort to find the strategies that would make all this happen, and took the time to show me how."
Jonathan M.
Chief Financial Officer
Toronto, ON

Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.

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