Protecting Your Wealth

Ten Strategies to Build and Protect Your Family's Wealth

Wealthy families have unique concerns, but they also have unique opportunities. See below for our 10 key wealth planning strategies.

Strategy 1: Comprehensive Financial Planning

Strategy 2: Risk Management

Strategy 3: Consolidation of Assets

Strategy 4: Family Income Splitting

Strategy 5: Effective Use of Surplus Assets

Strategy 6: Charitable Giving

Strategy 7: Testamentary Trusts

Strategy 8: Business Succession Planning

Strategy 9: Teaching Your Children Financial Responsibility

Strategy 10: Vacation Home Planning


Schedule a time to discuss your investment needs today! Contact The Laprise Wealth Management Group, at:

Phone: 416-842-7130

Toll Free: 1-800-561-4468

Family Wealth Management guide

Family Wealth Management guide

Contact us for a free copy of The Family Wealth Management guide.