At Leavitt Group Private Wealth Management, we provide comprehensive financial advice for business owners built on structure, precision, and measurable results. Based in Lethbridge and serving clients across Southern Alberta, we help entrepreneurs, partners, and family-owned businesses transform success today into lasting financial security tomorrow. As experienced business financial advisors, we integrate corporate and personal wealth planning so every decision strengthens both your business and your life.
Financial advice for business owners that drives results
Running a business is more than a job—it’s a reflection of who you are and what you’ve built. Every decision impacts your team, your family, and your financial future. That’s why we take an in-depth, collaborative approach to financial advice for small business owners. We start by understanding your goals and challenges, then design strategies that bring clarity to your financial picture and confidence to your decision-making. From optimizing corporate structures to coordinating with your accountants and lawyers, our process uncovers opportunities that directly enhance your net worth—often tens of thousands of dollars in value each year.
Strategic growth through planning and structure
As your financial advisor for business owners, we focus on the details that matter most: tax efficiency, profitability, and long-term value. We help incorporate your business when appropriate, ensuring your structure supports your goals and opens access to valuable tax advantages. Our team develops holding company and investment strategies that allow surplus cash to work harder, helping you defer taxes and build sustainable wealth. With smart timing and structure, many of our clients see five to ten percent or more in added annual value through improved efficiencies that extend beyond market returns.
Building stability and opportunity
Financial planning for business owners goes beyond immediate profitability—it’s about creating a roadmap for continued success. We align business and personal finances, ensuring your practice, company, or partnership supports your long-term goals. Whether you’re planning for expansion, buying equipment, or preparing for succession, we provide financial advice for small business owners that turns complexity into opportunity. Risk management is also key: we design corporate-owned insurance and contingency strategies that protect your business, partners, and employees while optimizing tax efficiency.
Planning your future, securing your legacy
Many business owners in Southern Alberta are also planning for retirement or succession. We guide you through that transition with strategies that allow you to exit on your terms while maximizing access to the Lifetime Capital Gains Exemption. Our team ensures your legal, tax, and financial strategies work in unison, so wealth is transferred efficiently and securely. With CERTIFIED FINANCIAL PLANNER® professionals on our team, every plan is reviewed for rigour, accuracy, and alignment with your evolving business and personal goals.