Deboski

A Boutique Financial Services Firm Guiding Wealth Transition for Entrepreneurs and Professionals

DEBOSKI & CO. is a seasoned financial services firm based in Western Canada, with over 30 years of experience in crafting innovative insurance-based financial strategies for entrepreneurs, professionals, and high net-worth individuals. Our primary focus is to empower clients to seamlessly transfer wealth and business ownership to their desired recipients, while minimizing tax burden and ensuring financial security.

Our Passion: Empowering Wealth Transfer

Our team of passionate professionals understands the unique challenges faced by entrepreneurs and high net-worth individuals when planning for wealth transition. We take the time to understand your individual goals, concerns, and financial situation to tailor a bespoke strategy that aligns perfectly with your aspirations.

What Sets Us Apart

• Personalized Attention: We provide individual attention and guidance, ensuring your needs are understood and your expectations are met.
• Creative Solutions: We embrace innovative solutions and utilize the latest industry technologies to craft comprehensive and customized plans.
• Proactive Service: We are committed to ongoing communication and proactively managing your financial landscape, ensuring your plan remains relevant and effective over time.

1. Shareholder Agreement & Succession Planning

• Addressing the complexities of shareholder agreements and facilitating smooth transitions.
• Ensuring the timely and tax-efficient distribution of shares upon the death of a shareholder.

2. Tax & Estate Planning

• Maximizing after-tax wealth through strategic insurance solutions.
• Addressing the unique tax implications of business ownership and investments.

3. Business Succession Planning

• Developing a comprehensive plan for the seamless continuation of your business.
• Identifying and protecting key assets and intellectual property.

4. Wealth Preservation & Transition

• Designing personalized insurance plans to address specific risks and safeguard wealth.
• Ensuring the successful transfer of wealth to the next generation or chosen beneficiaries.

5. Philanthropic Planning

• Integrating philanthropic aspirations into your wealth management strategy.
• Creating sustainable impact through strategic giving initiatives.