The LifeStep Process

Growing your wealth, protecting your estate

Westward provides Canadians with leveraged life insurance for tax and estate planning. The LifeStep Process® enables Westward's clients to grow and protect their wealth, and transfer it to their beneficiaries or a charity in the most tax efficient way possible. Attention to detail, technical precision and lifelong results have made Westward a trusted resource to high-net worth individuals and their families across Canada, and to the advisors they count on for astute tax and estate planning.

WHAT WE BRING TO THE TABLE

Technical

Expertise

Creative

Thinking

Lifetime

Benefits

Streamlined

Processes

WHAT A WESTWARD TAX & ESTATE PLAN CAN ACCOMPLISH FOR YOU

Guaranteed tax-free life insurance pay out to fund estate liquidity
Opportunity to make a significant contribution to a charity ​
Ability to transfer wealth on a tax efficient basis

VIEWPOINTS

Westward's opinion on timely and topical issues related to tax and estate planning. 

JUN 5

2020

DONATING LIFE INSURANCE TO CHARITIES

Describes Section 152 of the Insurance Act and BCFSA’S Position.

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