Beyond Wealth Management

Beyond Wealth Management was founded in 2011 by Leander Dueck, who had worked at Great West Life for nearly 15 years before starting the company. Beyond Wealth specializes in Financial Services, Fintech, and Platforms, offering expertise for business owners, professionals, and transitioning businesses. The company's focus is on helping clients clarify their goals and develop strategies to maximize their wealth, taking into account the specific needs and concerns of affluent families. With a team that combines entrepreneurial passion and extensive financial experience, Beyond Wealth has positioned itself as a leader in the industry. Their personalized approach and tailored wealth management plans have garnered attention from affluent business owners and professionals seeking to maximize equity and minimize taxes. While specific details about the company's headquarters, last investment, and investors are not readily available, Beyond Wealth Management's commitment to providing unparalleled expertise in wealth management has positioned it as a significant player in the financial services industry.