Canadian Strategies

[et_pb_dcsbcm_divi_breadcrumbs_module hide_homebreadcrumb=”on” _builder_version=”4.4.5″ locked=”off”][/et_pb_dcsbcm_divi_breadcrumbs_module]
Regardless of how you view your financial status, if you are responsible for $1 million or more in household investable assets, you have specific concerns not shared by the average Canadian family.

Canadian Strategies

Regardless of how you view your financial status, if you are responsible for $1 million or more in household investable assets, you have specific concerns not shared by the average Canadian family. You have a higher tax burden and a larger investment portfolio to manage. To help you address these unique concerns, there are certain strategies that usually don’t apply to the average Canadian family.
  •    Comprehensive financial planning
  •    Consolidation of assets
  •    Effective use of surplus assets
  •    Risk management
  •    Permanent Life Insurance
  •    Vacation home planning
  •    Charitable giving
  •    Testamentary trusts
  •    Family income splitting
  •    Business succession planning