Families & Individuals

The types of planning we work with families and individuals to explore are: 

  1. Retirement Income Planning
  2. Intergenerational Planning
  3. Charitable Giving
  4. Divorce / Separation Planning
  5. Spousal Loans to Reduce Taxes
  6. Generating Income from Investments
  7. Risk Minimization: Life, Critical Illness, & Disability Insurance
  8. Tax-Free Investing
  9. Education Savings Plans for Children
  10. Registered Disability Savings Plans
  11. Family Trusts

Please contact us to further explore the possibilities to get your wealth working more efficiently for you.