Tag Archives: financial advisor

Preserve your wealth

Posted on: May 14th, 2012 by Mitch

A strategy to protect the value of your legacy

The Preserve your wealth strategy is designed for individuals who:

  • Have built-up significant wealth in capital assets
  • Have a second property that has appreciated in value
  • Want to keep a vacation home in the family
  • Are worried about leaving their family with a large tax burden
  • Want to leave their full estate to heirs or favourite charity
  • Want to provide funding for final expenses, outstanding debts, legal fees and taxes

The situation

You have worked hard to achieve a degree of financial success. As each year passes and you become financially independent,


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