Planning is an area of great complexity. Innovative Capital Protection specializes in custom, comprehensive planning solutions tailored to private business owners and incorporated professionals. We are committed to helping our clients increase their wealth through various planning methods that we have perfected.

Innovative Capital Protection is spread across two offices in Calgary, Toronto and Vancouver to better serve our national client base. We work alongside your existing professional advisors to implement our unique solutions to highly complex matters. Our goal throughout is to provide our clients with an uncompromising commitment to excellence and efficient service.

Focused

Our highly qualified team is solely focused on solving difficult matters and are committed to maximizing value for our clients. We deliver custom, comprehensive and strategic planning solutions using all potential avenues available.

Creative

Uncommon solutions to your uncommon problems. We have access to industry-leading support and issuers to provide a unique, well researched targeted approach for our clients and their advisors. Our internal team has the experience and technical skills to provide business-driven planning solutions.

Collaborative

Ensuring we meet the needs of each client by involving their team of professional advisors from the beginning. At Innovative Capital Protection, we adhere to this collaborative practice and will NOT implement a file with proper sign-off.

Team Players

Establishing strong professional relationships. We augment your existing team of professional advisors through our strong working relationships with other firms. We have extensive connections with other local and international professional advisors.

Our Clients

We work with a wide range of clients including mid to high net worth families, private business owners, professionals and a large advisor network across Canada to help them with efficient planning strategies. We help these clients with but are not limited to, corporate business planning, personal planning, succession planning, estate planning, and health and welfare trusts.

Are you a private business owner or incorporated professional seeking to secure your financial future and minimize your potential burden?

See how we can help