wealthPROTECT.ca

Want to save on taxes?
Increase your return on investments?

You have likely been approached by financial consultants be they insurance advisors, investment advisors or financial planners. They have wanted an appointment to tell me how you can do some of the following:

• Save taxes
• Put away more money for retirement in a tax efficient way
• Create a tax free retirement pension fund
• Purchase a million dollars of insurance for less than the cost of 10 year term
• Give away money in a tax favoured basis

We have discovered that there are many Canadians who could benefit from this advice and have not found a source that they are comfortable with or have not been contacted by anyone. Our purpose with this web page is to provide an outline of some of the exciting things we can do for our clients and, if I feel it would help with their research, to offer our services which we can do interactively over the web or in person, if you prefer. We look forward to working with your tax and accounting professionals at the appropriate time.

We have provided the 4 wealth preserving strategies and 7 individual wealth preserving strategies we have found to be most effective. Most of them utilize the unique features of Universal Life Insurance. We represent almost all the insurance companies in Canada and some are clearly better than others for different strategies. It is also interesting to note that these products and strategies may not be with us forever. RBC has recently taken some of their products off the market and all have been taken off the market in Australia.

Please click on any that might apply to you for more details and a solution we would like to discuss with you.