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What People Are Saying

Testimonials

Simple Steps Can Save You Millions

Find out how we can help you grow your wealth and protect your family’s legacy.

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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

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.

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

Proud Members:

Either you write your Estate Plan, or the government will write it for you!

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Strategic Wealth Partners Inc. Logo

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. 

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