Our approach involves gaining a comprehensive understanding of your specific circumstances and future needs, and devising a customized insurance solution that considers both tax optimization and estate planning, to best meet your requirements.
Tax-optimized life insurance can provide significant benefits for business owners seeking to protect their company and their loved ones. By combining the benefits of life insurance protection with tax-efficient strategies we can maximize the policy's value to you. Working with us allows business owners to select a policy that is tailored to their specific needs and objectives, helping to protect their business and their financial legacy.
Succession planning with tax optimization in mind is a critical component of a business owner's financial legacy, helping to ensure that their company and the contained wealth, are successfully transferred to the next generation. Working with us to develop a comprehensive succession plan that considers their unique objectives and circumstances can help preserve the business's legacy and ensure that it continues to operate smoothly after the owner's departure. For business owners who have spent years building their companies, this is a crucial step in protecting their loved ones, and their future.
We understand that business owners are seeking tax-efficient ways to extract funds from your company for the benefit of both present and future generations. Our exclusive blend of tax minimization proficiency and life insurance knowledge enables us to offer a comprehensive and distinct package that takes into account your family’s specific desires and requirements. By providing a holistic approach, we are able to offer a customized solution that is tailored to your unique circumstances, ensuring that you are well-equipped to secure your financial future and that of your loved ones.
Legatum Financial Services Inc. provides life insurance and living benefits products in the province of Ontario to high net worth individuals and business owners.