Prepare your loved ones for the future.
Take charge of your wealth transfer and estate planning
Plan ahead, worry less
Estate and wealth transfer planning can be stressful. Our expert team will ensure that your finances are in order ahead of time so that you can focus on the things you love with your loved ones.
Peace of mind for you and yours
In many wealth transfer situations, families struggle to find common ground and to fulfill wishes. By planning your estate and wealth transfer ahead of time, you can give your loved ones the peace of mind that everything is taken care of.
Take charge
It’s still your money, regardless of what happens. Ensure that your wishes are met by planning your wealth and estate transfer while you are here to be involved. We can help you make the right decisions for you and your loved ones.
Wealth management services, for every stage of your life
Our wealth management services are here for you. Our team of experts will work closely with you to optimize plans for every stage of life, and for your shifting circumstances and goals. Utilizing cloud accounting principles and tools such as Quickbooks Online to save you time, effort, and aggravation.
Click the button to learn more about how ONSight Advisory services can help prepare your business for your retirement or succession.
Related Blog Posts:
Protecting Treasured Family Assets with Life Insurance
An estate can pay up to 24% on any capital gains and up to 48% on any of the registered pension, RRSP and RRIF balances that it
Changes to the Eligible Capital Property Rules Effective January 1, 2017
Eligible capital property (ECP) includes items such as goodwill, patents, trademarks, customer lists and other intangibles with no fixed lifespan. As of January 1, 2017,
Graduated Rate Estates – New Rules for 2016
Starting for 2016 taxation years, inter vivos trusts, trusts created by will and certain estates will be subject to the top taxation rate. There are
The Enlightened Investor: Powers of Attorney for Property
A power of attorney for property is a written document by which a grantor appoints an attorney to act as a substitute decision maker with