The Corporate Overview
Westward Advisors is Canada’s leading provider of insurance-based tax and estate planning solutions for high net worth individuals and shareholders of privately held corporations.
Our advisors provide independent advice to determine the best insurance-based tax and estate plan for your business and your family. Westward's team of insurance and estate planning specialists have the comprehensive training, extensive and current product knowledge, and years of practical experience that will enable you to develop the best personalized tax and estate plan-tailored to your specific needs.
Our trademark – The LifeStep ProcessTM – will help you build the best insurance-based tax and estate plan possible by focusing on solutions to the primary financial security opportunities-risk management, wealth accumulation and wealth distribution- implemented at the right times in your life. We work collaboratively with your trusted financial and legal advisors to design a customized tax and estate plan that involves using life insurance, and is integrated with your estate plan and business goals.
Due to the increasing complexities of tax and estate planning strategies, it is essential that you have qualified and knowledgeable advisors working with you and for you. Your insurance-based tax and estate plan should enable you to create and protect long-term wealth, and your assets should be transferable on a tax-efficient basis.
We know your individual, family and business financial securities are closely linked. Your plan should provide you with the financial freedom to enjoy your hard-earned success.
Engaging the services of Westward’s expert tax and estate planning advisors could be one of the best decisions you’ll make for your business and your family.
