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PARTNERSHIPS

Collaboration

Let’s connect to discuss how a collaborative approach to planning can create more value and benefits for our mutual clients.

 “There are few opportunities remaining to benefit from the small business tax regime. Integrated Corporate Life is a program that can complement an existing tax planning strategy.”

 – Jim Pelot, B Comm, CPA, CA

Professionals and business owners are utilizing increasingly complex structures to manage their personal and corporate affairs making collaboration between lawyers, accountants and financial planners essential to ensure the best possible outcome for our mutual clients. 

Podium Prosperity Group is a team of knowledgeable and experienced Financial Specialists. We are dedicated to helping other professionals and entrepreneurs plan effectively through our Integrated Corporate Life™ Program. 

We partner with compassionate, relationship driven professionals that strive to make a difference in their communities by providing unparalleled service to their clients. We aim to enrich lives together.