November 30, 2022

Author: The Link Between

You’ve worked hard throughout your life and, with some savvy financial planning, have managed to accumulate an impressive portfolio. Perhaps you’re starting to consider some financial strategies that will provide future generations of your family a head-start to achieve their own financial success.

However, knowing that traditional registered and non-registered investments create tax liabilities, how can you transfer the maximum amount of wealth to your children and grandchildren while paying the least amount of tax?

Watch this video and learn how using the “cascading insurance” strategy can help provide financial protection, while also creating a tax-efficient vehicle to enhance and transfer wealth to future generations.

watch the video here!

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This blog was prepared by Jason Desaulniers who is a Investment Funds Advisor at Excalibur Executive Planning Inc., a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.