Helping Canadian Lawyers Build Generational Wealth
As a lawyer or partner, you’re focused on advancing your career while managing growing wealth. We offer financial strategies to help you reduce taxes and secure long-term success.
Financial Strategies Tailored to Your Career
Balancing career growth with wealth-building can be tricky. We’ll help you manage taxes, investments, and plan for your future with customized strategies.
We build tax-efficient plans using RRSP’s, deductions, appropriate corporate structures (if self-employed), and investment accounts to maximize your savings.
We build a full partnership transition plan for lawyers including a strategy for your new income or draws, distribution schedule, corporate structure and personal/corporate tax rates to maximize your new law practice.
We will create an investment/tax analysis for any surplus funds you may not need for your personal lifestyle that includes: real estate, private ventures/businesses, stock market and alternative assets to ensure that you’re maximizing your opportunities with your extra cash.
We create a financial plan that outlines your startup costs, cash flow needs, and revenue goals to help you launch and grow your firm successfully.
We understand that your career is demanding, and life priorities change. We will assess all areas of your financial and cash-flow plan to see the outcomes of reduced income. We will create a strategy to ensure that long-term financial goals are not compromised.
We will assess your current and potential compensation packages, and create a strategy to ensure alignment with your and your family’s personal financial goals.
A Trilogy Wealth Success Story
Discover how a successful lawyer reduced taxes and built a strong financial foundation with Trilogy Wealth’s expert guidance, achieving long-term wealth goals.
Kyle's Story
Kyle, a newly minted partner at a law firm, was navigating a substantial increase in income and had just incorporated.
He needed guidance on managing cash flow, handling his tax obligations, and creating a long-term income strategy that aligned with his professional and personal goals, which included scaling back his hours.
Our Approach
We worked with Kyle to create a comprehensive tax and cash flow plan. This included maximizing deductions available through his corporation, setting up a corporate investment strategy for surplus income, and implementing the correct withdrawal strategy from his Law Corp.
We also assessed investment opportunities that arose such as real estate and investing in his clients’ businesses to ensure that in the future he would be able to scale back his law hours without compromising long-term goals.
The Results
Kyle now has a structured plan to manage his increased income and tax responsibilities. By leveraging his corporation effectively, he’s reduced his annual tax burden by over $30,000 and has a clear path to building wealth for his future which includes reducing his law hours and pursuing other business opportunities.
Trilogy Wealth Pricing for Lawyers, Partners and Firm-Owners
Our personalized financial planning approach helps our lawyer clients:
• Gain clarity and control over their personal and corporate finances
• Reduce their tax burden and fast-track their retirement
• Secure their financial future with confidence
The Trilogy LegalCFO Blueprint.
A one-time financial plan designed to address your unique needs and set you on the path to financial success.
For Associates (Pre-Incorporation)
Four meetings to create a tailored financial plan that aligns with your goals and build wealth while you fast-track your career.
For Partners/Self-Employed Lawyers
Four meetings to develop a strategy for your personal and corporate finances including cash-flow, tax and distribution planning.
Trilogy Roadmap.
An ongoing plan built on your One-Time, Trilogy Blueprint, with accountability, service & implementation to help you stay on track.
For Associates
Ongoing advice and support as your income grows and you climb the ranks.
For Partners and Self-Employed Lawyers
Continued support as your distributions, equity and income increase including tax, investment and financial planning.
Looking for Full Financial Planning?
Let us handle your finances and investments so you can focus on what matters most.
Investment Management (Optional)
Financial Clarity Starts with a Conversation
A simple, no-pressure conversation is all it takes to start building a clearer financial future. Let’s chat about your goals, challenges, and how Trilogy Wealth can help you get there—book your free assessment today!
Financial Tips and Strategies for Every Stage of Life
Explore our blog for expert advice on wealth management, tax planning, and career transitions, tailored to help you achieve financial success at every stage.
Talk With an Advisor Today
Book your free assessment today to get a better grip on your finances—it all starts with a simple, laid-back 20-minute call.
Our calls are totally stress and pressure-free. Guaranteed.