ESTATE PLANNING IN ONTARIO

Schedule Your Ontario Living Estate Plan Consultation

Simple Steps Can Save You Millions

When it comes to planning your legacy, it’s not just about numbers. It’s about ensuring your family remembers you for many years to come.

What SWPP’s Clients Are Saying

A Great Feeling

It’s a great feeling knowing my family will be OK financially when I pass away.

Andy L

Business Owner and Real Estate Investor, Ontario

Planning & Guidance

We retired several years ago and we're now seeing all the benefits from Ron’s planning and guidance. Knowing our kids will get our assets instead of the government getting them is very pleasing.

Bill and Helen F

Retired, Ontario

Saved $1 Million

Ron’s insurance recommendation will save me over $1 million dollars in taxable income. Everyone should do this!

Mike J

Business Owner and Real Estate Investor, Ontario

What Is a Living Estate Plan?

Planning your legacy isn't just about the numbers. It’s about family.

It’s about ensuring your family remembers you for many years to come.

We understand that estate planning and creating trusts can feel intimidating and overwhelming. It can be particularly stressful if you’ve never done it before.

And most people don’t have the time or expertise to navigate Ontario estate planning on their own.

That’s why we’re here.

Avoid probate fees and delays
Protect your assets from unnecessary taxes
Preserve and build your wealth for you to live on today
Assess if a trust is the right tool for you
Create a meaningful legacy you’re proud to leave
Arrange memory prompts so you are not forgotten
Provide essential details for your family
Ensure your wishes are honoured
Learn what you need to do for your situation

Proud Members:

Plan Smart & Secure Your Future

Protect Your Wealth

Keep Your Wealth with Your Family

The 5-Step Living Estate Plan

We’ll guide you through the process.

With our simple, 5-Step Living Estate Plan, we’ll guide you through the process.

We’ll simplifying every step to help you create a comprehensive estate plan or trust that protects your assets from unnecessary taxes and probate fees.

It’s not just about financial security.

It’s about creating a meaningful legacy that reflects your values, provides lasting memories for your loved ones, and ensures your wishes are honoured.

How It Works

Step 1

Book Your Call

Your first call will be a 30-minute complimentary assessment.

Step 2

Share Your Story

Share the problems you’re looking to solve and the goals you’d like to achieve.

Step 3

Receive Your Plan

Get a customized plan designed to dramatically reduce taxes and fees

Leave behind a smile, not a tax bill.

Learn More about Our Living Estate Plan

SWPP’s $50,000 Promise to You

Does the thought of spending unnecessary money stop you from getting the advice you need?

At Strategic Wealth Protection Partners Inc. (SWPP), we are committed to helping you reduce taxes and probate fees while building a legacy you’re excited to share with your family.

We believe in earning your trust first, which is why we offer a no-risk guarantee—our $500 planning fee is only payable after we deliver your completed plan. And if we can’t show you how to save at least 100 times your investment, you pay nothing.

That’s right—if we can’t help you preserve $50,000 or more for your family, your plan is completely free.

Experience the peace of mind that comes with smart planning—schedule your free consultation today and start securing your financial future without any risk.

Ron Cooke

President, Strategic Wealth Protection Partners Inc.

Estate Planning Testimonials

Priceless Advice

Thank you kindly for your time and priceless advice. You answered all my questions and addressed all concerns, giving me the confidence to move forward and helping me to see things with a fresh lens.

Z.A.

Ontario

Knowledge & Experience

I wish I had made contact with your company sooner. I am very impressed with your knowledge and experience with regard to wills and estate planning. I will have no hesitation in recommending your company to my other friends and colleagues.

R.L.

Toronto

Easy and Convenient

I wanted to know how to secure/transfer my real-estate properties to my minor kids after my death. I was looking for options to save tax for them such as avoid paying probate or capital gains immediately right after my death. I was so happy and content with the valuable information you've provided me. I will refer people to you in future as I've found the process very easy and convenient.

A.Z.

Mississauga

Great Staff

Over the many years that I have known you and your great staff, I have had nothing but knowledgable responses to my requests and quick action to any questions I have had.

Dr. H.

York Region

Your Will Is Not an Estate Plan

A Will provides the direction for the Estate Plan.

An estate plan does the following:

Reduces or eliminates taxes and probate fees

Provides a quick and easy estate settlement

Avoids potential family disappointments and animosity

Your estate plan comes first.
Your will comes second.

No Living Estate Plan

VS.

Living Estate Plan in Place!

Give Your Family a Final Word Journal

As part of this process, we use tools like The Final Word Journal.

This heartfelt resource captures your story, wishes, and memories. It also shares essential details like assets, accounts, and end-of-life plans.

This journal ensures your family is left with clarity, comfort, and a lasting reminder of how much you cared.

Tax Strategies, Trusts, and Estate Planning

We'll save you $50,000 in tax or you don't pay for the Living Estate Plan.

Whether you’re looking to establish a trust to secure your assets or an estate plan that minimizes taxes and fees, we’re here to make it easy and effective.

Take the first step today. Schedule an introductory call. Click on the link below or use our calendar to schedule a call.

Schedule Your Estate Planning Consultation

If there are no times that fit your schedule, please use our contact form or call (905) 727 7001.

T: 905-727-7001