Private client
For individuals, families, and corporations who need $10,000,000 or more of life insurance.
“I had significant concerns about the size of my estate tax bill. The last thing I wanted was for my family to face a shortage of liquidity or be forced to sell assets. Additionally, considering my health issues, I never imagined I would qualify for life insurance, let alone obtain the substantial coverage I ended up with. The level of service I received was exceptional; I was even chauffeured in a limousine for my medical appointment. Throughout the entire planning process, my accountant and lawyer were involved. Overall, it was a fantastic experience.”
– Private Client
It is not uncommon for individuals, families, and businesses to require life insurance coverage of $10,000,000 or more.
However, obtaining such substantial amounts of life insurance can be challenging.
The underwriting process involves intricate requirements, and effective planning necessitates remarkable expertise.
We specialize in managing the entirety of this complex process. Our services go beyond insurance alone. We offer additional benefits such as limousine transportation for medical appointments, complimentary consultations with our Advanced Tax & Estate Planning Team, reviews of wills and powers of attorney, assessments of corporate structures, business valuations, insurance portfolio management, and cross-border legal support.
Our Private Client Division offers the following services:
High-Net Worth Life Insurance
Accounting
Legal Services
Tax & Estate Planning
Business Valuation
Cross-Border Planning
Calculating Tax Bills & Savings
One of the most substantial tax liabilities you will encounter pertains to your estate. Our expertise lies in accurately calculating the potential estate tax bill you may face.
More importantly, we offer tailored solutions that can save you a significant sum of money when it comes to addressing these taxes.
Throughout the entire process, we work alongside your accountants, lawyers, and team of professionals to implement the large amounts of insurance you need.
For a 15-minute introductory call with our firm, please fill out the form below.
Contact
(905) 320-5399
Oakville, ON. 407 Iroquois Shore Rd, Unit 8. L6H 1M3
Vaughan, ON. 3700 Steeles Ave W Suite 1001. L4L 8M9
Vancouver, BC. 1185 W Georgia St #800. V6E 4E6
Calgary, AB. 120 6712 Fisher Street SE. T2H 2A7