New Webcast!

Insurance Webcast

This Wealth Transfer solution seeks to maximize the savings you don't intend to spend during your lifetime. It allows you to take a small piece of your excess savings and invest it into something that is guaranteed, will grow tax-free, and payout tax-free, and probate-free to your heirs. You also have the flexibility to redeem a portion if need be.
In my latest webcast, I explain why wealthy Canadians use insurance as a separate asset class to accumulate and preserve wealth and enhance their overall diversification.


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