Build, Protect, and Grow Your Wealth with Integrated Planning

As a busy Canadian investor, entrepreneur, or professional, you know real estate is the ultimate wealth-builder. We provide integrated financial planning and insurance solutions to protect and grow your legacy, so you can stop worrying and start living.

Are you on track to grow and protect your wealth?

Or

4x

Realtor of the Year to Investors

$420M+

Client Transaction of Income Property

#81

Business Podcast in the World

Build Wealth. Protect Assets. Minimize Taxes.

You work hard to earn your money, but earning it is only half the battle. Without the right plan, taxes, risks, and missed opportunities can hold you back from building the future you want.

 

We bring together the expertise of a Realtor, a CPA, and a licensed financial advisor to give you more than just advice, we give you one integrated, tax-smart strategy to grow your wealth, protect your family, and plan for lasting security.


What You Gain with Our Integrated Approach

Tax-Smart Strategies

Structure your holdings to minimize taxes today. Maximize your family’s inheritance tomorrow.

Real Estate Expertise

Grounded in $500M+ of investor transactions. Practical, proven, and built for Canadians.

Insurance 

Solutions

Go beyond a basic will. Our insurance and estate planning solutions protect your wealth for generations.

Financial
Planning

We handle the complex financial details, so you can focus on growing your business and living your life.

Learn & Take Action on Your Wealth

Your journey to financial clarity starts here.

The best financial decisions come from knowledge and clarity. That’s why we’ve created a free tool designed to help Canadian investors, professionals, and business owners understand where they stand, and what to do next.

How it works

Our Process: From Confusion to Clarity in 3 Steps

  • Discover: Take our Wealth Planning Quiz or book a call. We’ll uncover where you stand today, your strengths, risks, and opportunities.

  • Design: Our team (Realtor, CPA, financial advisor) creates a personalized, tax-smart plan that integrates real estate, insurance, and long-term strategies.

  • Deliver: We guide you through the plan, help you implement it, and handle the complex details, with ongoing reviews to keep you on track.

Why Trust Us

When it comes to your wealth, trust is everything. At iWIN Wealth Planning, we combine decades of real estate, tax, and financial expertise with a proven track record of results.

Jonathan
"I've been working with Erwin and his team on/off for 9 years now. I've also worked with other real estate agents but I keep coming back. When working with the iWIN team, you get access to a whole community of other like minded people through their monthly meetings. You also get top notch information in these meetings regarding industry trends and other investment advice. Best of all, the team is focused on making you successful, regardless of how you choose to get there. If you are a real estate investor (or aspiring one), you will have a hard time finding a better team in Ontario."
Carla
"I love working with Cherry and her team! They're one of the very few organizations I've worked with that haven't caused me any frustrations. I work with Joanne mostly and she always seems to understand what I'm saying even when I think something is complicated. I love that I can schedule a time to ask questions and all of them get answered in a way that I understand. Their services are not cheap (at all), but I think the premium is worth the peace of mind that everything will go smoothly and won't cause you more headaches."
Peter
"iWIN is all about giving and sharing experiences with their community. Erwin surrounds himself with a strong team of industry experts in real estate and stock hacking - always adding value to others and living what they talk about. I enjoy the podcast and events!"
Monica
"My husband and I have a small portfolio of commercial and residential properties. Some under personal names and some under various numbered companies. Luckily for us, Cherry and her team are super knowledgeable and experienced with dealing with real estate investors. With their expertise, not only do we file all our corporate and personal taxes every year, they are always looking out for ways we can tax plan more effectively. We are thankful to have their support and guidance as we grow our business."
Viller
"Erwin and his team are very knowledgeable about real estate investing, they're great with customers and easy people to work with. I strongly recommend them if you're looking for an investment property."
Arminda
"Cherry's professionalism and knowledgeable advice along with her amazing team make me, as a client, feel confident in the options and choices that I make when it comes to maximizing my finances. I highly recommend Cherry and her team for any of your accounting needs. She always goes above and beyond with her explanations and provides her clients with a multitude of information and guidance."
John
"As a real estate investor, Cherry and her team set me up with the proper structure to effectively manage my properties and to make tax season run a lot easier. I get lots of advice which is greatly appreciated. I truly recommend their services."
J Roumanis
"I've been working with iWIN for over ten years. They're professional, thoughtful and easy to work with. Not only have they been instrumental to my success as a real estate investor, but they've also helped me with a few of my personal residences as well. I owe so much of my success to their team of experts."
James
"Cherry and her team have been taking care of all my accounting for 6 years now (after having tried out multiple previous accountants!) and they have been instrumental in helping me to optimize my tax implications while growing multiple businesses/corporations. For Real estate investors/agents, as well as any small business owners, she's the top choice out there!"
Christina
"This team is incredibly knowledgeable with years of combined experience! As a professional Real Estate Investor, it's important for me to align with the best! I highly recommend Erwin to help you navigate this market and find your next property."

Before you go...

Discover your wealth readiness in 2 minutes

Are you on track to secure, grow, and protect your legacy, or are there hidden gaps that could cost you and your family? Find out instantly with our free Wealth Readiness Quiz

OUR TEAM


Integrated financial, tax, insurance, and estate planning for Canadian investors and entrepreneurs.

 

Co-founded by Erwin Szeto and Cherry Chan, supported by a team of accredited wealth professionals.

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