Overview

Our team of professionals at WhiteWater Financial ensures that the wealth accumulated in your individual or business portfolio remains in your hands and for future generations. We are dedicated to working with clients. Corporate Tax Planning • Advanced Tax Strategies • Corporate Structure • Transition Planning • Review Buy/Sell Agreement Tax Specialization • Incorporated Professionals • Individual Pension Plans • Personal Retirement Accounts • Immediate Financing Arrangements Risk Management • Disability and Critical Illness Protection • Life Insurance Analysis • Annuities and Segregated Funds • Group Benefits Review Wealth Management • Accumulation Planning • Investment Management • Retirement Planning • Divorce & Separation Planning Estate Planning • Tax Reduction Strategies • Wills and Power of Attorney • Wealth Transfer Planning • Trusts Philanthropy • Charitable Giving Strategies • Legacy Planning • Donating Securities & Life Insurance Policies • Tax Benefit Assessments Preferred Client Services • Designated Service Specialist & Same Day Response Times • Comprehensive Annual Tax Packages • Preferred Cost Structure for Families • Custom Portfolio Reports PLAN TODAY FOR SMOOTHER WATERS TOMORROW.