HOW CAN I HELP

SERVICES

CHARITABLE GIVING PLANS

There are several methods of donating while living and through our estates. Clients and charitable groups will be advised of the most tax efficient way to donate, including using willpower.ca
 
.

LIFE INSURANCE

Life Insurance policies provide privacy, are usually settled in a timely manner since they are outside the estate, the proceeds are not taxable to the beneficiary, and they may have increasing face amounts due to dividends.

LIFETIME INCOME PLANNING

Fluctuations in the value of stocks and bonds, longer life expectancy and inflation have increased the possibility of outliving our savings. Insurance companies offers Annuities and Guaranteed Lifetime Income

ESTATE PLANNING

Estate Planning means organizing clients’ personal and financial affairs for a smooth transition after death. This may or may not involve the use of life insurance to pay taxes, provide a gift to a special person or charity, or to equalize estate distribution to beneficiaries.

ABOUT LYDIA

ABOUT LYDIA

Professional financial advisor for over 30 years, Lydia is still constantly updating her industry knowledge to serve clients better.   

She works with charities and individuals.   Her goal is to help clients to achieve financial security for life, tax efficient wealth transfer at death and increase support to community charities.    

TESTIMONIALS

Broker For
Charitable Organizations