Estate and Wealth Protection

Solutions and strategies for protecting your assets, transferring your wealth and settling an estate.

Helping you build and effectively manage your wealth and investments is just one of the ways Cindy Lee can help meet your needs. Using insurance strategies and other solutions, we can help you protect your wealth during your lifetime, preserve the value of your estate for your beneficiaries, and help you tax-effectively transfer your wealth to family members, a favourite charity or other beneficiary.

Explore how we can meet the following retirement planning needs:

  • Asset Protection Protect the value of your estate through living benefits insurance, segregated funds and insured annuities.
  • Wealth Transfer Maximize the wealth you pass on using tax-effective insurance strategies and charitable giving solutions.
  • Estate Settlement Learn how we can help ease the burden if you've been appointed as an estate executor

Our retirement planning solutions could be ideal if you:

  • Want a way to grow your assets while guaranteeing a payout for your beneficiaries
  • Are concerned about protecting your estate's assets and your income in the event of a disability, critical illness or long-term care situation
  • Need a tax-effective way to transfer your wealth to your beneficiaries
  • Need a way to meet the tax obligations of your estate and other estate settlement costs without liquidating or eroding your estate's assets
  • Want to make a one-time or ongoing gift to a charity or not-for-profit organization
  • Have been appointed as executor for an estate and need assistance with some or all of your duties