You have been in business for less than two years. We will provide financial plans that span over multiple years so you can focus on growing your business and not worry about where you are headed. Furthermore, we will do a full review of your company to ensure that it is set up in a tax-efficient manner.
The second stage is growing your business - you have been in business between two and five years. The focus in this stage shifts to tax-effective compensation strategies and rewarding loyal employees. As your company grows, so must your company's plan. Therefore, we review your plan with you to ensure it still lines up with the direction you want your company to head.
The second stage is growing your business - you have been in business between two and five years. The focus in this stage shifts to tax-effective compensation strategies and rewarding loyal employees. As your company grows, so must your company's plan. Therefore, we review your plan with you to ensure it still lines up with the direction you want your company to head.
Services
Joe Piasecki worked in the financial services industry for several years before founding Maximum Wealth Strategies in 2009. He specialized in mutual funds, insurance and portfolio management. In the mid-2000s, Joe began to question whether financial companies were doing what was best for the client.
With over 35 years of working in the Winnipeg business market, Joe has a vast understanding of what it takes to run a successful business. He has started two successful companies, one in the trades and one in the financial service industry. Joe brings to Maximum Wealth Strategies his experience as a financial advisor and insurance salesperson from Investor's Group as well as London Life.
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