Financial Planning for Business Owners Building Wealth Retirement and a Lasting Legacy
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Financial Planning for Business Owners Building Wealth Retirement and a Lasting Legacy
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In this episode of the Ask Canada Immigration Lawyer Evelyn Ackah podcast, Evelyn speaks with Obed Maurice and Simon Wong of Maxim Advisory Group about financial planning, wealth management and what it really takes to build lasting financial security.
Evelyn, Obed and Simon talk about why a strong income does not always mean someone is building real wealth. They discuss the importance of looking at the full picture, including taxes, investments, insurance, retirement, estate planning and the future of a business, rather than making each decision separately.
The conversation also goes beyond the numbers. They talk about what retirement can look like emotionally and personally, why business owners need to build wealth outside of their
companies and how families can prepare the next generation for an inheritance through honest conversations and financial education.
Whether you are a business owner, entrepreneur, professional or someone thinking more seriously about your financial future, this episode offers practical insight into planning with more
purpose. Having the right people around you and a clear long-term strategy can make it easier to protect what you have built and make confident decisions about what comes next.