A strategy to protect the value of your legacy

The Preserve your wealth strategy is designed for individuals who:

• Have built-up significant wealth in capital assets
• Have a second property that has appreciated in value
• Want to keep a vacation home in the family
• Are worried about leaving their family with a large tax burden
• Want to leave their full estate to heirs or favourite charity
• Want to provide funding for final expenses, outstanding debts, legal fees and taxes

The situation

You have worked hard to achieve a degree of financial success. As each year passes and you become financially independent,

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