Most people see life insurance and critical illness insurance as a cost without any benefit, but through our strategies, we're able to create both immediate and future benefits for individuals.
With life insurance plans, we want to make sure that the death benefit is structured the right way so that it's tax-efficient and maximizes the benefit to your family.
With investments, we employ strategies that include funding RSPs and TFSAs, which represent one of the most effective ways to maximize returns and reduce personal tax burdens, as well as strategies that include individual mutual funds, segregated funds, and others. We also support a variety of structures that can bring new tax efficiencies as you progress.
Because everyone's situation is different and very specific, we'll work with you and your professional advisors to take time to understand your position to maximize your options.
Please connect with us to explore options for you.