The value we offer
We ensure that you minimize the depletion of your assets through taxes after you have passed on. The greatest tax liability that individuals face is often at the end of their life when the assets are left to the next generation. Prudent tax and estate planning in conjunction with a well laid out life insurance plan helps you to mitigate and avoid the largest tax bite.
Mindful of your current and future financial needs, as well as your desire to establish a financial legacy, we work to help you navigate the complexities of wealth transfer and integrate your vision into your estate plan.
Our holistic view emphasizes proper estate planning and our network of some of Canada’s top lawyers, accountants, and other related professionals, ensures our clients receive only the best of advice with their continuity needs.
Where can we help?
We can help you with Life, Accident, Health and Disability insurance plans. The Insurance needs of our clients are handled through Schwaben Financial Counsel Inc, which is licensed as a life, health, and disability insurance agency with the Financial Services Regulatory Authority in Ontario (FSRA).
