Testimonials

President, Swargeeya Publishing


“I want to thank Westward Advisors for the excellent service you have rendered to us in estate planning, financial management [and] maximization of taxation benefits. We were particularly impressed by your thoroughness both in preparation of proposals and follow up.”

“Westward Advisors outlined and put into place a strategy…that gives me the peace of mind that the next generation will not have to deal with the burden of estate taxes.” 

President, Devonshire Properties Inc.

“Westward Advisors have proved to be a valuable resource for our family. Their team outlined and implemented strategies that are generating substantial tax advantages for us…I am very impressed by the meaningful economic results they have produced for us.”

“Westward…outlined and put in place a strategy that has enabled us to eliminate estate tax and assist our family with income replacement. I was impressed with the extensive tax advantages that Westward Advisors was able to identify for us.”

Leonard Remple Holdings Ltd.

“Thank-you for your integrity and persistence in bringing to conclusion the insurance strategy…We look forward to realizing the immediate benefits of the strategy.”

“Westward has been a valuable resource to me and my family by developing some advantageous financial strategies and presenting them in a clear and professional manner. Westward Advisors promised results and delivered them.”

 

 

President, Gillis Management Ltd. 

“Rob and his associates established an insurance plan for me that has resulted in a considerable annual income tax savings for Gillis Management…I have at all times found Rob Darnbrough and his experienced associates to be the most efficient, and very courteous and professional in the way that they conduct business.”

 

 

The Irwin Group

“Through in-depth tax and estate planning and a strategic partnership with our advisors, Westward Advisors provided a strategy that…structured the ownership and beneficiaries to maximize potential tax savings to our estates.”

 

 

Edenvale Restoration Specialists Ltd.

“Having a plan gives us tremendous confidence and peace of mind. This is the true value of what has been accomplished for us. Instead of worrying about what’s going to happen, or guessing about what we should do about it, we know what to do and that everything is planned.”

 

 

President, Flag Chevrolet-Oldsmobile Ltd.

 “I am very impressed by the meaningful economic results [Westward Advisors] have produced for me. Additionally, when it came time to review my estate plan, their attention to detail was greatly appreciated.”

 

 

“Westward Advisors’ strategy processes have been well thought out down to the finest detail. The LifeStep Process^TM is the most sophisticated insurance -based tax and estate planning strategy we have ever come across, and it quickly became clear that Westward coordinated a plan of action that considered both our short and long term interests equally. We appreciate the professionalism and the personal attention that Rob and his team brought to the table, and would not hesitate to recommend Westward Advisors’ services to our colleagues and friends.”