Do you have a comprehensive estate plan or just a will? Do you know how your family will pay taxes upon death? Review our services to see how SWPP can help you.
“It’s a great feeling knowing my family will be OK financially when I pass away.” -Andy L., Ontario
At SWPP we specialize in helping business owners, real estate investors, and families with complex estates to protect, preserve, and grow their wealth with our proprietary Living Estate Plan Process. We carefully assess and review your estate, then recommend tools and strategies based on your goals and asssets.
Get a living estate plan that preserves and grows wealth.
The right life insurance agent will focus on your needs first.
Looking for lifelong coverage with investment flexibility?
Build tax-advantaged policy value while protecting your family’s future.
Here’s how SWPP’s Living Estate Plan can help families and individuals in Ontario:
With over 30 years of experience in financial services, I’ve witnessed the challenges families face when a loved one passes away.
Assets can be lost to unnecessary taxes and fees. Families are left scrambling to locate unknown accounts.
Moreover, decisions are made under emotional stress—often at the worst possible time.
That’s why I created the Living Estate Plan. It’s a comprehensive process designed to ensure families are prepared. We want to ensure your assets are protected and your legacy is preserved.
In addition, if we can’t show you how to save at least $100,000, you pay nothing.
At SWPP we specialize in helping business owners, real estate investors, and families with complex estates to preserve their wealth.
Do you need life insurance? Get started with a zero-obligation life insurance and estate planning consultation today.
SWPP helps Ontario business owners use corporate-owned life insurance to protect their companies, manage future tax liabilities, and transfer more wealth to the next generation. During our 35 years experience we’ve helped hundreds of families protect millions of dollars from taxes.
At SWPP, we are licensed and recognized advisors. Our goal is to protect your family’s money and assets. We help families, business owners, and real estate investors do comprehensive estate planning in Ontario.
We’re focused on making sure you leave the most for your loved ones instead of giving your hard-earned assets to CRA.
🏡 Ontario Real Estate Investor? Take the Estate Planning Clarity Quiz 💡
