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 Marcus Lai and Mandy Wu Wealth Management 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 transfer your wealth to family members, a favorite charity, or other beneficiaries, in a tax effective manner.

Explore How We Can Meet Your Estate Planning Needs:

Asset Protection

  • Protect the value of your estate with various investment options.

Wealth Transfer

  • Maximize the wealth passed onto the next generation using tax effective strategies.

Estate Settlement

  • Our experienced partner, RBC Estate and Trust Services can provide various Executor solutions.

Our Estate Planning Solutions Could Be Ideal if You:

  • Want a way to grow your assets while ensuring 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