Your Business. Your Future. Your Terms.

If you are like most business owners, the running of your business demands the vast majority of your time and attention. Often this can be to the detriment of other significant business and personal matters, such as spending precious time with your family, or the growing importance of creating and maintaining a solid, personalized wealth and estate plan.  It doesn’t have to be that way.

 

Three60 Wealth & Estate Solutions Inc. helps business families reclaim their time, gain peace of mind, and achieve their own unique version of success.

Areas of Expertise

Estate Planning

Succession Planning

Succession Planning

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Estate Planning is generally considered  a multi-faceted process, encompassing everything from creating  an inventory of assets and liabilities and determining how one would  like their assets distributed upon death, to structuring a plan ...

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Succession Planning

Succession Planning

Succession Planning

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Sadly, only one-third of family-owned businesses  survive the transition to the second generation. And from those,  only one-third again will survive to the third generation, leaving  the chances of your grandchildren taking over your ...

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Taxation Strategies

Succession Planning

Taxation Strategies

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Tax planning is the process of structuring your  financial affairs within the applicable rules to allow you to  defer and/or reduce the amount of taxes payable. Paying  taxes is an unavoidable reality. That being said, certain strategies  exist to ... 

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Retirement Planning

Charity / Philanthropy

Taxation Strategies

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Retirement has a different meaning for everyone. For  some, retirement means spending time with their grandchildren,  travelling or lowering their golf handicap. Others may prefer to keep  working or perhaps start a new business venture ...

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Risk Management

Charity / Philanthropy

Charity / Philanthropy

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Risk management is the process of identifying the personal and business risks that a family faces in the running of their business, and then applies prudent strategies to help minimize, eliminate or transfer these risks.  Risk can come in ...

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Charity / Philanthropy

Charity / Philanthropy

Charity / Philanthropy

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Legacies are made in many ways – whether it’s the values you instill in your family, the mark you make on your business or how you impact others.  Some families strive to leave a charitable legacy in the form of a donation to a cause that has personal ...  

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Get in touch.

Better yet, let's meet in person.

Arrange an appointment and let's start the conversation. 

Your office or ours?

(403) 640-4414

#102A, 9705 Horton Road SW, Calgary, Alberta T2V, Canada