Three60 Wealth & Estate Solutions Inc. Information

We help business owners and other high-net-worth families become financially well organized, pay less tax, and transition out of their businesses. Our proprietary planning process is focused on planning rather than on product sales. No sales tactics No industry jargon No missed opportunities. Just pure tried, tested, and proven planning processes that allow us to identify your planning blind spots and take advantage of your planning opportunities, ensuring you reach a new, higher level with your planning. WHAT HAVE WE ACHIEVED? - Reduced many families’ tax liabilities significantly through tax planning - Helped transition well over $500 Million of business assets - Quarterbacked the drafting of 100+ Estate Documents and Shareholder Agreements - Over $165 Million in client wealth management - 99% client retention rate over 5 years We work with the owners/families of small to medium size private businesses located in Calgary, Alberta, and the surrounding area. We also work with high-net-worth families who are looking for more than just traditional planning. HOW CAN WE HELP YOU? - Understand the options available to you to exit your business - Create a plan to fulfill your business exit strategy - Bring the ‘planning team’ together so all advisors are pulling in the same direction - Create a tax-efficient ‘corporate structure’ as the engine that drives your planning - Look for and implement tax planning strategies - Implementation of Shareholder Agreements - Create a tax-efficient estate plan that ensures all your wishes will be carried out - Quarterback the drafting of your estate documents and ensure all facets of your planning line up - Implement strategies to reduce or eliminate creditor risk - Run projections for retirement planning/income planning purposes - Review insurance planning and make recommendations based on your situation - Manage your market-based investments through our unique ‘Portfolio Manager’ approach - Identify planning opportunities