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 we 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.
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 💡
