- Increases your estate value now, and in the future
- Creates cash value that grows on a tax-sheltered basis
- Reduces the amount of tax payable while alive
- Tax-free and probate-free growth for loved one or charity on death
Who is it for?
- Canadian resident tax-payer
- 50 years and older
- Strong desire to leave a legacy
- Cash or investments in excess of what will be needed during lifetime
- Also effective for those with cash/investments in a holding company
- Dave Lee, Senior Wealth Advisor, ScotiaMcLeod
- Anthony Windeyer, Insurance Consultant, Scotia Wealth Insurance Services Inc.
- Location: Scotia Wealth Management Boardroom, 1676 Martin Drive, Suite 100, White Rock, British Columbia, V4A 6E7, Canada
- Get Directions
- Please be sure to RSVP as seating is limited