Contact 99 Financial
Start a Private Strategy Review
For incorporated business owners and professionals seeking clarity on corporate wealth, tax efficiency, and long-term planning.
What This Review Is — and Is Not
This initial conversation is not a sales meeting.
The purpose is simply to determine:
- Whether a planning issue exists in your situation
- And whether it deserves attention at all
"A brief private strategy review can help assess relevance. No obligation. No preparation required."
Who This Is For
This conversation is typically relevant for:
- Incorporated business owners (CCPCs)
- Professionals with growing corporate retained earnings
- Owners planning retirement, succession, or a future business exit
- Families concerned about long-term tax exposure and estate liquidity
This planning is not appropriate for every situation and is evaluated on a case-by-case basis.
Book a Private Strategy Review
Select a time that works for you. Meetings are typically held virtually unless otherwise arranged.
Book a Private ConversationVisit Us85 Enterprise Blvd. Unit 306
Markham ON L6G 0B5
Markham ON L6G 0B5