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Building wealth is simple but not easy.

There is a difference between an account and an individual.

Informed decisions create financial strategies.

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Wealth Transfer (Tax & Estate)

Wealth Transfer

While most of our time is spent concentrating on accumulating wealth and then enjoying the benefits of your our hard work, the final consideration to complete the picture is the creation of your legacy.  Without proper planning, your wishes may not be carried out and your loved ones or favourite charity could be left with more problems than you intended.  While many people don’t want to consider their mortality, those that do and plan accordingly, are free to fully enjoy themselves while knowing that their final wishes will be fulfilled.

The two main areas to consider when discussing wealth transfer are:

  1. Tax Planning
  2. Estate Preservation