Below are our three specialty areas. Click the CONTACT US button below to get in touch.
High Net Worth
We understand the complex challenges of high net worth individuals. With our proven track record and two decades of experience, we are able to work with Accountants to introduce tax exempt life insurance as a core strategy to build and protect your wealth.
Business Owners
We work with a team of insurance Lawyers and Accountants to help advise business owners on the use of Holding Companies to minimize your taxes and maximize retained earnings.
We have established long-standing relationships with many of the large insurance firms, like Manulife, Sun Life, and Canada Life to help better serve our clients.
Insurance
As an Independent Advisor, we work with our clients in a number of areas:
- Establish and monitor retirement plans
- Identify and recommend investment/portfolio managers
- Structure client's assets to create tax efficient income, both today and in the future
- Identify strategies to minimize personal and corporate tax
- Develop a plan to fulfill estate goals
Next Steps...
Ready to move forward? Click on the Contact Us button and provide your contact information, so we can set up a phone call or meeting with you to go over your requirements and tell you how we can help.