Generational Wealth Transfer

The topic of Wealth Transfer was historically reserved for the wealthy, today there are many investment vehicles and insurance products that can benefit all income classes.

We have the tools and advice that will benefit individuals and the business transition from one generation to another in the most tax efficient manner. These techniques have been proven to ensure that the next generation receives the values that were intended. This can be from the transfer of a company to the efficient transfer of a cottage or financial assets.

Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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