Tax Protector

Apr 12, 2019 | Brendon Boothman


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Have you estimated the tax bill to CRA in your estate?

Have you implemented strategies with your professional advisory team (lawyer, accountant and wealth advisor) to protect your wealth?

The attached article includes useful information on estate taxes and how the "tax protector" can help by:

  • leaving a lasting legacy for your family
  • less the burden on loved ones during a difficult time
  • keep family heirlooms in the family
  • give more to your favorite charity

Contact us to discuss further and to get started with an estate plan that works for you!