The fact is:
We do it for love, not for money. It is not a matter of transferring monetary wealth. It has a deeper meaning. You completed the asset accumulation phase of your life and are now looking for ways to protect and transfer your estate. There are many solutions to help maximize the values of the assets that pass on to your loved ones. We help you plan and find the appropriate tax and estate solutions that help you maximize the values of the assets transferred and minimize the tax liabilities of the estates. Proactive estate planning provides peace of mind that your assets are transferred to your designated beneficiaries properly, providing family harmony and saving your estate taxes and legal court fees.
By helping you to effectively plan for the unexpected as well as honour your loved ones you can have a clearer view of where you are today, no matter what can happen, and the next steps you need to take, your level of stress, anxiety and worry about the future goes down. This will make you more confident and in control of your future. We have been helping individuals face the most challenging times in their lives by providing timely and constructive counsel and advice.
What make us different?
We listen and we wait for our turn to speak.
We are committed to establishing a relationship based on keeping promises, respecting boundaries, communicating and understanding what you want to accomplish in life.
We design and implement financial plans that integrate cash flow and debt management, insurance and investment planning, as well as retirement and estate planning.
Moreover, we will create a financial plan that coordinates the work of financial, banking, insurance, investment, accounting and legal professionals.
Check the About Us page for more details.
Getting Started:
Contact Jose Cid at 604 229 2332 or fill the contact form below.