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
"The annual process on my side has become so routine, that it’s relatively easy to do. A few signatures, a few cheques and the courier comes and gets it. The financial summary, especially the net cash effect is very helpful."
CC - Client
Vancouver, BC
January 2022
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.