Estate Planning is about keeping what you’ve worked at your entire life. It can be a complicated process. We take the time to understand how much you will leave to your beneficiaries and help you structure and organize your affairs to minimize tax and maximize the size of your estate.
One of the most important aspects is focusing on your legacy and what you would like to leave to your family or charitable organizations. In some cases, your business may form part of your estate, we utilize proven strategies to help you with business succesion planning.
Our retirement plans can ensure a peace of mind throughout your retirement years because we can provide you a well-suitable and crafted plan.
In order to ensure that your estate will continue to last its legacy, it is very important for you to have a well-developed estate plan. The tax savings, and the financial impact from a well-developed plan can have a lasting impact on your legacy.
Our unique developed strategies are formulated by incorporating our knowledge in Lending Investments, Insurance, Tax and Trust. Using our services will greatly minimize your tax and help you accumulate your wealth.
Aqua Financial can help you develop a proper protection for you insurance needs with a well-tailored plan in order to fulfill your current and future financial needs. As independent advisors, we have access to over 20 life and health insurance companies in Canada, therefore choosing the solution that best fits your needs. We have also implemented strategies that fulfill unique estate needs.