“We spent many months devising a Wealth Strategy Plan with Wealth Strategy Group. They were extremely thorough with me and my businesses as to our long term goals, needs and wants. John and his team have been very easy to work with, respond quickly to questions and have regular follow up conversations. They have been patient and always make sure that I understand their recommendations. I feel confident that I have a strong plan that works for me, my business and my loved ones. I would highly recommend Wealth Strategy Group.”
“We have a small 40 year old family owned automotive group of companies in Western Canada and employee approximately 500 people in this group of operations. As a very typical small business owner I had always promised myself to get all of my affairs in order both family and business and always found reasons to delay the process. John Askin introduced me to the services that he and his company could provide which certainly helped me address and encapsulate my thoughts and concerns and to tie everything into good business practices and solutions for both myself and my family. Wealth Strategy Group worked closely with the local accounting company that we use as well as the local legal counsel that represent us to put a process in place which we still refer to as we plan our future. I have trusted Wealth Strategy Group to the point that I have referred them to several business associates and friends and will continue to do so.”
Capital Automotive Group
“Losing my husband, and business partner, to cancer in 2009 was difficult on many levels. I was immediately tasked with the challenge of single-handedly running our business, which we had owned and operated for 30 years. Wanting to preserve the legacy that we worked so hard to build, I continued operating the business until 2013, when I finally decided the time was right to move on from the business.
At that juncture, an acquaintance referred me to John Askin, as I was told his company could help with the sale and other investment opportunities. Wealth Strategy Group was able to maximize profits on the sale and avoid paying as much tax as possible. Through WSG facilitation, a team of professionals combined to develop a thorough exit strategy that brought proper value for the business our family worked so hard to establish. Ultimately, WSG provided me with the financial security I needed for my newfound retirement, as well as the ability to look after my family going forward.
Since then, I have introduced John to my son, who also owns his own company. WSG has assisted my son with a variety of matters pertaining to the business, such as key decisions with employees and taxation advice.”
CRC Wellhead Supply
“John Askin and Wealth Strategy Group have assisted our small business in achieving a long term financial plan to achieve our short and long term financial goals in both our business and personal lives.
Wealth Strategy Group’s honesty, expertise in their field and work ethic has guided our business to a position where we need to be in our long term plan. The constant follow up is an asset that Wealth Strategy Group delivers rather than delivering a plan with no guidance after the fact.
The relationship between us and Wealth Strategy Group has been worthwhile from the start and look forward to maintaining this relationship for years to come.”
Raymond & Koreen Cyre,
ARKK Tubing Inspection
“Here at Jet Label my business partner and I both understood the importance of reorganizing and protecting our assets. However, the challenge of getting our tax lawyer, corporate lawyer, external accountant, life insurance agent and internal controllers all on the same page seemed insurmountable. Wealth Strategy Group came in to our organization as a true partner as was able to be our project manager keeping all parties on track. Having completed this process a few years ago it now seems like a brilliant move with the change in both levels of government, resulting in a less favorable tax landscape.”