Estate Planning, Customized Estate Plan Solutions

In Canada, the reality is, that without an estate plan upon death up to 50 per cent of your assets will go to the government in taxes. Our clients see the benefit in creating strategies to minimize taxes and ensure the smooth transition of wealth to the next generation or organization of their choice. Wealth Initiatives offers a variety of secured and guaranteed estate plan solutions that will be customized to suit your situation.

There is no standard template for estate planning. Each client comes to us with a unique portfolio, financial picture, life structure and vision for the future. This is why we work closely with our clients to create customized estate plans that grow and preserve wealth.