Wealth Transfer Strategy

Would you like to transfer a portion of your hard earned wealth to your heirs without having to pay a lot of tax?

Written by Lindsey Eastman
September 1, 2016


Many people accumulate money to leave to their children or grandchildren by investing in an RESP, a TFSA or some other taxable investment. These investments may have contribution limits, be subject to tax or may not provide the level of flexibility you are looking for. Continue Reading!