chessboard_07.jpg
paper_06.JPG
team_02.JPG
chessboard_07.jpg

Protecting Wealth


Providing insurance solutions for tax, estate and succession planning for high net-worth Canadian families.

SCROLL DOWN

Protecting Wealth


Providing insurance solutions for tax, estate and succession planning for high net-worth Canadian families.

For Accountants & Lawyers

Strategy Wealth Advisors assist your clients in maximizing and protecting their wealth. Strategies are individually designed to create, protect and ultimately transfer wealth to beneficiaries and charities.

paper_06.JPG

Insurance-Based Strategies


Insurance-Based Strategies


Strategy Wealth Advisors’ insurance-based strategies enable your clients to reduce tax and increase retirement income and charitable donations. Tax efficient succession strategies will transfer the increased wealth to beneficiaries.

team_02.JPG

Enhancing a Client's Financial Team


Enhancing a Client's Financial Team


Strategy Wealth Advisors’ experienced insurance, legal and accounting team are experts on insurance solutions for tax and estate-related issues. We work with a client’s legal and accounting advisors to coordinate tax and wealth accumulation strategies that maximize financial security and freedom.