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The estate bond: a tax-wise strategy for leaving a legacy

Thursday, February 8, 2018 at 10:00 AM

Written by Dave Lee
February 1, 2018

  • 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

Speakers

  • Dave Lee, Senior Wealth Advisor, ScotiaMcLeod
  • Anthony Windeyer, Insurance Consultant, Scotia Wealth Insurance Services Inc.

Event Details

  • 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