No financial strategy is complete without a plan to protect loved ones from financial loss.
Read moreRunning a successful business can be one of life's most rewarding experiences.
Read moreWise asset allocation and careful investment selection are key to a well-balanced portfolio.
Read moreA detailed estate plan creates a legacy that can benefit your heirs in many ways.
Read moreRetirement today comes with many possibilities. We can help you make the most of every opportunity.
Read moreA wise financial strategy can help keep a growing family on track during all the "growing-up" years.
Read moreFamily's with older children need a wise cash flow management plan to help contend with rising expenses.
Read moreStarting out with a firm financial foundation is a great strategy for building a solid relationship.
Read moreFew things in life are more rewarding than helping the next generation get a great education.
Read moreMinimizing taxes through carefully planning is one of the most powerful financial strategies available today.
Read moreWhen people think about life insurance, they often view it as a cost that protects family, loved ones and/or a business.
Life insurance can offer so much more. Just imagine an investment that is guaranteed to never have a negative return, year after year. Think of how safe would your money be if you did not incur any losses? Consistent investment returns each and every year. These are the benchmarks of every investment strategy. So why aren't you enjoying these benefits?
Imagine the advantages of an investment that is exempt from taxation and keeps all the growth without being forced to pay tax on it. The best part is that you can use that tax-sheltered growth to pay life insurance premiums. Tax money is used to pay your life insurance. From there the life insurance can be used to pay off debts, pay taxes on your cottage, investment properties, RSP's, or on your business. Everyone benefits and it is all paid out tax free upon death.
Don't put your family in a situation where they need to sell everything just to pay your estate taxes with after tax money. Use your tax money to pay for life insurance premiums. Then, use the life insurance to pay your estate taxes, to give to your loved one's or to increase your spouse's retirement income.
What if you do not need life insurance? Given the tax sheltering and consistent positive returns, your money could grow faster than your current taxable investment. It may seem strange, but you can have more money in the future with life insurance that without it.
We create plans that provide you more money than you would have without the insurance. Financial Planning is leveraging the investment tools that will help you reach your goals. It is about reducing the taxes payable, thus keeping more of your money.
Life insurance can be a very valuable tool for everyone. Benefit from our 30 plus years of experience and knowledge as we create your personalized plan for your unique policy. Discover how you can benefit from this and other tools with Strategic Wealth Protection Partners Inc.
When Volatility Arrives, Optimism is Key!
Put Your Eggs In Many Baskets
Leaving a Legacy