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 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
"By donating part of my policy to charity, I can both give and receive."