A strong financial plan considers not only investment management but also wealth protection, insurance, and tax planning opportunities.*
Even with a robust plan in place, taxes can have a significant impact on your wealth, especially with the top personal and corporate income tax rates increased to an average of 51% across the country in 2016, and the non-eligible dividend tax rate at an average of 44%.
Life insurance strategies can offer a solution, particularly for those looking to mitigate tax or plan for the transfer of their estate. New insurance legislation coming into effect on January 1, 2017, will affect the efficiency of tax-exempt insurance products, so, to maximize the benefits of these solutions, the time to act is now.
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Please contact me for more information or to meet with a Wealth & Estate Planning Specialist today.
Legacy Wealth Partners
* Offered through Canaccord Genuity Wealth & Estate Planning Services