START CREATING YOUR PLAN.

SWPP's Estate Planning Video Library

Learn How to Give More to Your Family and Less to the Government

Estate planning shouldn’t be confusing. Learn the basics of estate planning in Canada so you can get started creating your Living Estate Plan.

“It’s a great feeling knowing my family will be OK financially when I pass away.” ​-Andy L., Ontario

7 Estate Planning Strategies Every Canadian Should Know

In this video, Ron will share the 7 strategies that every Canadian show know to avoid estate taxes in Canada like the top 1%. 

4 Ways Real Estate Investors Can Avoid a Huge Tax Hit on Death in Canada

In this video, Ron will walk you through the four things every real estate investor needs to know to avoid a huge tax hit on death.

The next 3 videos in the Ontario Estate Planning Series will be released in November and December of 2026. In the meantime, take the quiz to find out what’s missing from your estate plan. 

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Get Your Living Estate Plan Started Today

At SWPP we specialize in helping business owners, real estate investors, and families with complex estates to preserve their wealth.

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

About SWPP

We care about you and your family.

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. 

Ron Cooke
Ron Cooke, President & Estate Planning Expert
John Cooke, Broker & Partner
Kandace Newell, Broker & Partner
Pamela Sedgeworth, Administrative Assistant

SWPP's Mission

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.

How Can SWPP Help You?

🏡 Ontario Real Estate Investor? Take the Estate Planning Clarity Quiz 💡