Why Estate Planning?
The passing of assets from one generation to the next is the cornerstone of family wealth. Shares in private corporations, real estate holdings, cottages and investment portfolios all have ownership liabilities that the next generation needs to understand. Life Insurance is also an asset and can be used to cascade wealth from generation to generation.
We Are Helping People Improve
Their Financial Health
According to Life Insurance & Market Research Association (LIMRA), the Top 3 Reasons Canadians own Life Insurance are:
To cover final expenses
To facilitate a transfer of wealth