What We Do

We serve the unique estate planning needs of wealthy families, with an exclusive emphasis on life insurance and its seamless integration into each client’s personalized plan. Life insurance should be an integral part of every family’s estate plan for these key reasons:

• Minimizes taxes and delays in settling the estate
• Provides liquidity to pay capital gains tax without selling assets
• Protects the financial interests of future generations
• Ensures a smooth and amicable administration of the estate

We consider each client’s specific circumstances and collaborate with their accountants, lawyers and family office executives to create and implement tailored solutions. Life insurance is the only tax shelter of any meaningful consequence for wealthy families in Canada.

Our top priority is ensuring the estate plan reflects the client’s wishes and gives purpose to what they have accomplished in their lives.