Initiating Your New Wealth Strategies

Scope of Services

Wealth Initiatives is licensed to transact financial services in a number of classes and business.

We offer:

• Estate Planning
• Tax Reduction
• Life Insurance
• Disability Insurance
• Critical Illness Insurance
• Long Term Care Insurance
• Segregated Funds
• Employee Benefit packages
• Trust Structures
• Offshore Structures

We also have at our disposal a team of experts available for advice in the area if retirement planning, mortgages and lending services, will preparation, setting up trusts and tax planning. This way, through our association with other fully qualified professionals our clients get dedicated professionals specializing on each of the particular needs.