Case Study: Using a Trust and Insurance to Preserve a $12M Real Estate Portfolio for the Next Generation
Daniel is a 65-year-old entrepreneur in the renovation business who has built a successful business and legacy.
June 16, 2025
Daniel is a 65-year-old entrepreneur in the renovation business who has built a successful business and legacy.
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