WEALTH PLANNING

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

Planned wealth building is structuring your wealth while building it, preserving it, and in order to transfer it to the next generation tax-optimised. It is a mix of investment management, tax planning, wealth protection, estate planning and business succession planning and relates to your total worldwide wealth. It extends to the personal and family health, happiness, self directed time in different life stages.

The customized Dynasty Building wealth planning is a plan for the life style, a plan to achieve financial freedom, a plan to protect the existing and future wealth and health, a plan to pass down the supported good will to the generations to come with financial resources, knowledges and wisdoms.

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