Client Case Study: How Mohamed Avoided a $12 Million Tax Burden
Mohamed, a 75-year-old real estate investor based in Ontario, owns two real estate holding companies along with various personal assets.
May 21, 2025
Mohamed, a 75-year-old real estate investor based in Ontario, owns two real estate holding companies along with various personal assets.
Strategic Wealth Protection Partners helps families and business owners in Ontario with comprehensive estate planning.
SWPP’s Living Estate Plan service ensures Ontario families have an estate plan or living trust that protects their assets from unnecessary taxes and fees, including probate.
16 Industrial Parkway South, Suite 609, Aurora, ON, L4G-0R4