Company profile

Beyond Wealth Management

Industry
Financial Services
Employees
12
Headquarters
Regina, Saskatchewan
LinkedIn followers
158
Office locations
1

Beyond Wealth Management company summary

Beyond Wealth Management is a company in the Financial Services industry, headquartered in Regina, Saskatchewan. On LinkedIn the company has around 12 employees and 158 followers. Its listed specialties include Wealth Management, Succession Planning, Retirement Planning, Financial Consulting, Estate Planning.

What technology does Beyond Wealth Management use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Beyond Wealth Management

Beyond Wealth was founded in 2011 by Leander Dueck. Prior to founding Beyond Wealth, Leander spent nearly 15 years working at Great West Life, and many of those years as a Senior Vice-President. However, Leander’s desire for making an impact with business owners and their families led him to leave the corporate hallways and begin Beyond Wealth Management. Today, the entrepreneurial passion and leading financial experience the Beyond Wealth Team offers, has allowed Beyond Wealth to rise as a leader in the industry and offer unprecedented expertise for business owners, professionals and transitioning businesses. Beyond Wealth specializes in helping you clarify your goals and develop strategies to maximize the wealth you’ve worked so hard to realize. We understand the needs and concerns of families of affluence and are distinctively equipped to help you maximize your equity and minimize your taxes. Our advisory will design and build your Beyond Wealth plan tailored to the unique needs of affluent business owners and professionals.

Specialties

Wealth ManagementSuccession PlanningRetirement PlanningFinancial ConsultingEstate PlanningLife InsuranceInvestment Representative

Where is Beyond Wealth Management located?

Beyond Wealth Management lists 1 location.

Regina, Saskatchewan S4N 6E2, CAHQ
341 Hoffer Dr

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Frequently asked questions about Beyond Wealth Management

What does Beyond Wealth Management do?

Beyond Wealth was founded in 2011 by Leander Dueck. Prior to founding Beyond Wealth, Leander spent nearly 15 years working at Great West Life, and many of those years as a Senior Vice-President. However, Leander’s desire for making an impact with business owners and their families led him to leave the corporate hallways and begin Beyond Wealth Management. Today, the entrepreneurial passion and leading financial experience the Beyond Wealth Team offers, has allowed Beyond Wealth to rise as a leader in the industry and offer unprecedented expertise for business owners, professionals and transitioning businesses. Beyond Wealth specializes in helping you clarify your goals and develop strategies to maximize the wealth you’ve worked so hard to realize. We understand the needs and concerns of families of affluence and are distinctively equipped to help you maximize your equity and minimize your taxes. Our advisory will design and build your Beyond Wealth plan tailored to the unique needs of affluent business owners and professionals.

How many employees does Beyond Wealth Management have?

Beyond Wealth Management has around 12 employees on LinkedIn.

Where is Beyond Wealth Management headquartered?

Beyond Wealth Management is headquartered in Regina, Saskatchewan.

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