Estate planning solutions, intergenerational wealth transfers,
and transition of business ownership, we can help.
Intergenerational Wealth Transfers
“Subsidize” Your Final Tax Bill
Equalize An Asset
Segregated Funds – “Nexus Lane” Wealth Transfers
BUSINESS SUCCESSION PLANNING
Ensuring Continuity For Incorporated Businesses
Preserve Business Value
Equalize An Estate
Provides Financial Protection For Your Family
Excess Wealth Retirement Planning
On occasion, (usually upon a monetization event such as the sale of their business), a client expresses the need for a new investment professional or firm. We do not hold any traditional (IIROC or MFDA) investment licenses and do not provide investment advice. For interested clients, we would be happy to make an introduction to reputable investment professionals or firms we are familiar with. However, we are licensed in our practice to offer segregated fund investments and annuities.
Tax-Efficient Solutions For Excess Personal or Corporate Funds
Find out how we can help preserve your wealth.