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
"Wonderful! I appreciate the information you provide as it helps us plan dividends from the holding company. Thanks again."
KP, Tax Advisor
Kelowna, BC
November 2021
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.