Legacy Planning

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?

Your Priorities

 

  • 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

 

Your Challenges

 

  • 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

 

Our Solutions

 

  • Strategies to redirect tax dollars into a life insurance asset.
  • Charitable Gifting
  • Trusts
  • Control Beyond the Grave
  • Segregated Funds