Follow Us:

Business Solutions

Protect Your Business & It's People.

  • Home
  • Business Solutions
Business Solutions

The advisors at Latitude Wealth are empowered with the best-in-class strategies, tools, experience, and knowledge to provide your organization with unparalleled business solutions that support your vision, goals, and growth. We have partnered with companies you know and trust to offer a variety of products and services to protect your employees, your leadership, and your operations.

Engage the team at Latitude Wealth to incorporate smart and thoughtful processes that inspire confidence, build wealth, and create success.

Insurance Solutions For Your Business

Latitude Wealth combines an in-depth understanding of the insurance industry, extensive experience in the financial services industry, and with PPI solutions to provide innovative and savvy strategies for businesses. Our team can provide guidance and aid in the execution of:

  • Buy/Sell  Agreements
  • Keyman Protection
  • Initial Funding Agreements (IFA)
  • Corporate Retirement Solutions
  • Corporate Estate Transfers 

The team at LW has years of experience implementing insurance strategies to safeguard operations of any-sized businesses in a variety of industries. Our solutions will:

  • Protect loss of income due to death of a key employee
  • Cover business loans and debt
  • Provide liquidity
  • Create tax strategies to protect owners and their beneficiaries

We are positioned to work in collaboration with your legal and accounting associates or provide access to our key partners to ensure that your operational solutions are robust and effective. Engaging with Latitude Wealth to safeguard your business means you can rest assured that the hard work and time you have invested in your business will be protected.


The Benefits of Our Partnership

When you make the choice to partner with Latitude Wealth to build your investment and insurance portfolios you make the choice for a clear and simple approach to wealth management. We stand for integrity, clarity, transparency, and trust. We build strong and lasting relationships with our clients and our industry partners to ensure that we can offer comprehensive and effective strategies to establish robust wealth and protect everything and everyone you hold dear.

Clear & Simple Solutions For Businesses and Individuals

Latitude Wealth is committed to helping our clients navigate the ever-changing landscape of investing and insurance. Proven strategies and intelligent technologies allow us to provide sound solutions for Businesses and Individuals. Our service-based model fosters strong relationships with our clients helping us help you meet your financial objectives.

Contact Latitude Wealth to unlock your financial potential today.


The Benefits Of Group Benefits

The team at LW has the strategies to design a comprehensive Group Benefits Plan to meet the unique needs and requirements of your workforce. A customized benefits program can provide immense value for employers. Consider this:

  • Health benefits plans maintain productivity and workflow. Support staff and their families with preventative care and wellness services to minimize absence due to illness.
  • Group benefits foster morale and inspire loyalty. Employees who feel that their employers value their health and well-being are motivated to work harder, perform better,  and stay longer with your organization.
  • Companies that offer benefit programs attract top talent. In today’s competitive job market, appealing benefit programs can help your company recruit the most skilled and talented professionals in the industry.
  • Benefits can be tax-free. Employee contributions are not taxed and employer contributions may be tax-deductible.

Consult with our team at Latitude Wealth to explore the advantages of a Group Benefit Plan for your employees and your business.

Retirement Solutions For Your Workforce

Implementing Group Retirement and Savings programs for your workforce is beneficial to your employees and your organization. Latitude Wealth can help you assess the needs of your staff, design a bespoke retirement plan strategy, and administer the program for you. Consider this: 

  • Retirement and savings programs are an attractive benefit to current and potential employees. Like group health benefits, when you offer retirement and savings solutions to your workforce, you attract the best of the best and foster a culture of mutual respect within your company.
  • Group RRSP and TFSA programs are easy. Because these programs are less regulated than traditional pension plans, they are easy to create, implement, and even suspend. And administrative maintenance and ongoing paperwork are minimal and easy to manage.
  • Flexibility is built-in. The very nature of RRSPs and TSFAs allows employees to access funds as first-time home buyers or under the Lifelong Learning program.

Celebrating Success

Our success as an organization is directly relative to the success of the relationships we cultivate with our most valued asset; our clients. We take pride whenever we can empower a client to meet their personal objectives. Here is how we have guided some of our client partners to achieving their own financial freedom and security.

Seeking Inspired Advisors For Our Family

We are looking to build our community of skilled and knowledgeable advisors. If you are focused on creating lasting client relationships within a supportive environment that fosters growth and development and celebrates your every success, contact Latitude Wealth to explore our advisor partnership opportunities.

We are committed to providing our advisors with the most current tools and strategies to nurture their professional growth.


Protecting Your Livelihood

Latitude Wealth is bridging the gap between traditional business insurance practices and elevated expectations by providing insight, accountability, and transparency with exceptional service. Protect your livelihood and the livelihood of your valued partners and employees with the transformational business solutions built and implemented by our expert team at Latitude Wealth. Our insurance product strategies can position your workforce and your organization for resiliency and secure wealth building.

Connect with the advisors at LW to explore our innovative processes supported with the industry’s most advanced tools and technologies to safeguard your operations.

What To Expect

The journey to financial freedom and the ability to provide for and protect your loved ones is complex. Our team at Latitude Wealth aims to simplify your travels with thoughtful consideration, sound advice, and proven strategies. Here is our process to guiding you to the good life, click each icon to learn more.

Solution Strategies
Solution Strategies
Review & Adjust
Review & Adjust

An intensive discovery process will help us uncover your financial goals, personal values, security needs, and lifestyle habits. Each client presents a unique story of financial health, family dynamics, risk aversion, and a vision for their own definition of financial success. We can ask the right questions to help create a detailed picture of your current status and future objectives to ensure that we can completely personalize a strategy for you.

With all of the information gathered in the discovery process our knowledgeable advisors can begin to create a customized solution that will allow you to achieve every one of your goals for building and protecting your wealth. We will take into consideration every product available and design a bespoke solution to allow you to begin living your best life right away and safeguarding that lifestyle for you and your loved ones in the years ahead.

Our productive and enduring relationships with our trusted industry partners provide us with the means to quickly and efficiently implement the strategies tailored for you. Our network of insurance providers, investment services, legal counsel, and accounting professionals will mobilize to roll out and administer your solutions efficiently so you can begin to enjoy the benefits of your investment and insurance management program as soon as possible.

Our responsibility to you does not end with the signing of a document. We are committed to seeing you through every step of your journey to financial freedom and beyond. We promise to routinely assess the performance of your portfolio, recommend emerging tools, and adjust our strategies for you to optimize your finances, protect your wealth, and guarantee maximum returns. Our commitment to you is a commitment for a lifetime.

Related Services

When you join the Latitude Wealth family, you leverage our years of experience and skilled insight into strong insurance and investment portfolios for businesses and individuals. With our methodically curated catalogue of products, tools, and strategies we can provide solutions tailored just for you to guide you to achieving your financial objectives.

Explore Wealth With Latitude

Explore Wealth With Latitude

At Latitude Wealth we are driven to provide the most effective solutions for investment and insurance prosperity for every one of our clients. If you are interested in exploring the opportunities to gain financial freedom and build health and wealth for your family and the generations that follow, connect with our team of advisors and access strategies customized perfectly for you.

Your Guides To Financial Freedom

Latitude Wealth is helping you navigate the complex landscape of insurance and investment management. Build your wealth, safeguard your investments, and protect and provide for those most important to you. Create, Secure, and Live your best life with the guidance of the trusted advisors at Latitude Wealth. Contact our skilled team to explore the most ideal strategies for your financial health.

Have Questions? Call Us Today At

Call Us

TopAbout UsOur ServicesContact Us
TopAbout UsOur ServicesContact Us