Clarity. Confidence. Continuity.

At Wronski Cann Wealth Management, we believe that a thoughtful process leads to better outcomes. Our approach is built on a foundation of trust, collaboration, and expertise—designed to help you navigate life’s transitions and financial complexities with clarity and confidence. From personalized wealth planning to disciplined portfolio management, we guide you through every step with a focus on what matters most: your goals, your family, and your future.

 

Retirement Planning

 

Estate Analysis

  • Financial projections

  • Comparing pension alternatives

  • Identifying capital requirements for early retirement

  • Timing of pension receipts

  • CPP/QPP and OAS planning

  • Issues facing "snowbirds"

  • Retirement residence planning

 

  • Will planning

  • Choosing an executor

  • Planning for incapacity

  • Minimizing estate conflicts

    • Including cottage and business successions

  • Use of Lifetime (Inter-Vivos) or Testamentary Trusts

  • Tax minimization

 

Insurance Analysis

 

Tax Planning

  • Risk management

  • Estate preservation

  • Tax-efficient alternative investments

  • Living benefits

    • Includes a detailed policy review

  • Key person insurance

    • Life, disability, long-term care, and critical illness

 

  • Net worth and cash flow projections

  • Income splitting opportunities

  • Use of tax planning vehicles

    • Trust, RRSP, TFSA, RESP, etc

  • Cross-border tax solutions

  • Tax-loss selling

  • Capital gains exemption/deferral

  • Professional incorporation

  • Principal residence exemption