Legacy Planning
What if you could redirect tax dollars into a life insurance policy that would leave a legacy for future generations or your favorite charity on a tax advantaged basis?

What does your family’s future look like?
Your Priorities
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You want your money to go to family and charity, not CRA.
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You want to leave a legacy for the next generation
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You want to take care of your favorite charity.
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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