Making Life Work For You.
CRA approved strategies for affluent Canadians who don’t need life insurance as much as they want to use it for retirement, business, tax-savings and tax-free wealth transfer, with more going to family and charities… less to CRA. We’ll tee it up and show you how.
Plan for business
Plan for legacy
Plan for heirs
What is Megaliving?
MISSION – VISION – VALUES
MEGAliving is dedicated to You and the peace of mind of your Family. We believe business happens at the speed of trust.
Our Mission is to Discover. Understand. And Serve. We prioritize what matters most to you, providing a solid ladder to reach your goals and a safety net if you fall. We strengthen your financial foundation through communication, proper planning, risk mitigation, and abundance mindset.
Our Vision is for our clients and their businesses to prosper while keeping their families together and happy. This is true Legacy.
We were introduced to Karen by our accountant. We operate a large construction company and were fortunate to have had an anomaly year where we grossed ten times our normal annual revenue. We were very nervous we may never have a year like that again and worried about where to put that money so that it would be safe yet still grow interest and still give us access to it. Karen and her team analysed our situation and found us to be good candidates for an Immediate Finance Arrangement (IFA). We needed life insurance to fund our buy/sell partnership agreement and were just going to buy term. We had a bad experience with life insurance in the past and didn’t want to repeat our mistakes. But when she showed us how we could set ourselves up for retirement, leave a legacy for all of our children, AND have immediate access to our money whenever we needed it to cashflow our business operations…. We saw it as the perfect solution. I would highly recommend Karen and her team for their creative solutions, professionalism, thorough in-depth attention to detail, and the way she took a complex situation and simplified it for us. It’s not done yet but we’ve already referred her to our doctor.
Paula P. – Devon, AB