You have established a successful career and/or business. You have created a good sized amount of wealth, but you worry about being able to keep it. With Canada being one of the highest taxed countries in the world, how are you going to keep your hard-earned wealth in your hands? More importantly, how can you enjoy the fruits of your labour and CHOOSE how you want your wealth given. There are 3 areas you can leave your wealth to: Loved ones, Charity, and TAX. You want enough for the first 2, but you also want to enjoy your success, not spend it worrying about tomorrow.
We know how confusing it can be with all the options out there. You need your wealth to make enough but you can’t take a lot of risk and pay a lot of fees. You don’t want your success to get eaten away from tax, and you want enough to create a legacy that will last. You don’t want to be pressured into tools you don’t understand, don’t want or need.