What if you could leave a legacy for future generations and your favorite charity on a tax advantaged basis?
What does your family’s future look like?
You want your money to go to family and charity, not CRA.
You want to leave a legacy for the next generation
You want to take care of your favorite charity.
Make sure your assets are distributed according to your wishes.
- Control beyond the grave
- Complex family dynamics
- Where to find sound advice and expertise
- No time to research strategies
- Who to trust
- Minimizing income tax with CRA approved strategies
- Strategies to redirect tax dollars into a life insurance asset.
- Charitable Gifting
- Control Beyond the Grave
- Segregated Funds