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Fiscal Strategies

Three Generations

Reflecting your wishes, and incorporating longevity to what you've accomplished in your life, estate planning will allow you to leave behind the legacy you've worked so hard to create.

Family Trust
Planned Giving
Generational Giving

For those who have built some measure of wealth over a lifetime, there will likely come a time to consider the best way to pass some of it along to loved ones. Often, the subject comes up when a will or estate plan is being written. While not right for every situation, it may make sense to set up a family trust. A trust can be an effective way to move taxable income out of the hands of a high-income earner and into the hands of lower-taxed family members.

Build your philanthropic legacy and write your name on the future. Recent changes to the Federal Income Tax Act have made it easier to donate money, time and estate values to charitable organizations at the same time as tax reduction legislation has created significant financial challenges for the not-for-profit sector.  We can help you plan a strategy which maximizes the effectiveness and tax-efficiency of your gift.

Plan an insurance strategy that carries your wealth to future generations. Intergenerational estate planning helps you contribute to society, honour your obligations, and provide a legacy for those you love.

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