Estate & Tax Strategies

No matter where you are in life, estate planning is a key to wealth strategy. Why? Because everyone who earns an income has a silent partner. That partner is the government. We pay taxes while we earn a living and when we pass away. Get these taxes back during your lifetime and grow your estate – for your own lifetime and onto the next generation. Building, preserving and transferring wealth are all critical parts of the family tax and estate planning process.

Many people are under the misconception that estate planning is only for the very wealthy, but the reality is everyone needs to plan their estate and have a strategy in place that puts you in control of where your money goes.

And it isn’t just about money. A well-planned estate helps clarify your legacy and settle questions about who manages your estate after your gone, who has power of attorney in case you become incapacitated and who gets sentimental items such as jewelry and china. An estate plan eases the burdens placed on your family and loved ones.

We work with a network of trusted professionals and help you in the following areas:

  • Wealth Accumulation and Transferal
  • Tax Planning
  • Asset Gifting
  • Estate Protection Insurance
  • RRSP Assets
  • Last Will and Mandates
  • Probate Fee Reduction
  • And much more…

Start today to create a better tomorrow for you, your family and your loved ones. We can help you, every step of the way. Contact one of our financial planners for a free no-obligation consultation and put together an estate strategy, custom-designed to fit your needs.

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