Strategic Legacy Wealth Management

Our Mission is to PROTECT and PRESERVE your wealth. We provide comprehensive personalized solutions that enable individuals, families & business owners to preserve & transfer wealth, foster strong family bonds, foster a culture of giving back through strategic & impactful charitable gifting that positively impacts communities & future generations. We are committed to guiding you through every step of the process with integrity, transparency & a deep respect for your unique values and goals. As a financial planner, a process is implemented to tailor a plan that helps you reach your goals while considering the family/business dynamics, tax position, risk tolerance and long term objectives. 1. Insurance Planning: Addresses life, health and disability risks associated with the unexpected life events in your family or business in case of major illness or death. 2. Investment/Retirement Planning: Assets and investments can experience unnecessary losses due to tax, market fluctuations, or external sources such as divorce, bankruptcy or law suits. These assets can be structured to ensure they are secure thus, protecting and preserving your wealth to transfer to the next generation. 3. Tax Planning: Addresses strategies to ensure CRA doesn't remain a MAIN BENEFICIARY for your estate. Other strategies include minimizing capital gains and withdrawing assets from your company in a tax efficient manner. 4. Estate Planning: Addresses how to protect your bloodline, minimize estate tax and probate costs, preserve wealth, ensure family harmony and provide PEACE OF MIND. Your business and family's unique dynamics are "KEY" to understanding how to create a plan that ensures your legacy is passed on to your loved ones. Contact us at ecm@strategiclegacy.ca Licensed in Ontario and British Columbia