Toronto Wealth Creation and Estate Preservation/ Planning Services
Our Wealth Creation and Estate Preservation Strategies allow you to accomplish all of these things.
We invest the capital generated by our tax minimization and tax-efficient structures towards the Wealth Creator™ and develop you a tax-efficient wealth management plan. Over time it allows you to:
- deposit money in annual investments that are tax deductible
- watch the money grow sheltered of tax
- retire with the money tax free
- pass money on to the next generation, tax free
Whether you need as much retirement income as possible, have wealth accumulation issues or estate preservation concerns, the PanFinancial Group will customize a solution to meet your specific needs. After all, your shirts are tailor-made, so should your wealth creation plan.
We allow you to have peace of mind, knowing that your livelihood in retirement and your family legacy are both financially secure.
Read a Wealth Creation case study to learn how these strategies helped a client secure his financial livelihood.
Contact us to find out how we can help you do more with your wealth.
A Wealth Creation Case Study
A 70-year-old Client, with one million dollars to spend, approached us with a significant problem: he was losing money on his mutual funds. As a result, he was worried about his financial livelihood.
Most investment managers deliver a rate of return around 3%. This would produce $20,000 after taxes on a one million dollar investment. At such a rate, this gentleman would be living at the low end of the financial spectrum.
We advised our client to buy annuity- an extremely effective way to regenerate capital.
Following our advice, he used his one million dollars to buy an insurance policy that we hand picked for him. In exchange, the insurance company began paying him an income every year.
Today, our Client receives an annual tax-free payment of $50-60,000. Even better, he now has an insurance policy that will, upon his passing, return the one million dollars to his family.
Our strategies changed this gentleman's world.
They secured his financial livelihood. They secured his peace of mind. Let us help you.
Wealth Creation: Next Steps
Ready to take the next step?
To learn how you can personally benefit from our Wealth Creation and Estate Preservation Strategies, contact us.
Would you like to learn more about our Wealth Creation and Estate Preservation Strategies?
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Our Wealth Managers work closely with clients across Toronto, Niagara Falls, Kitchener, Barrie, Peterborough, Hamilton, Oakville, Guelph, Oshawa, Markham, Vaughan, Brampton, Mississauga, St.Catharines, Orillia, and Collingwood, Ontario.