Estate Planning | Sequoia Wealth Financial Inc
Estate Planning | Sequoia Wealth Financial Inc

Any Estate will go to: 1) Love ones, 2) Charity, and/or 3) CRA. We can assist with some proactive strategies that will limit the amount of tax that your Estate will lose to the government and maximize the benefits for your generations to come.

The Dynasty Building estate planning preserves wealth by minimizing tax erosion, and leaves to support the dependents after the final estate tax bill with the family harmony. Varys estate preservation methods will be used include estate freeze and family trusts. All those is started with the will review and planning.

  • 70 Centrepointe Drive
  • Ottawa, ON
  • K2G 6J5