Tax & Estate Planning

Do you want to make sure more of your estate is protected?

We believe that as your net worth increases, the need to protect your estate also increases.

Solid estate planning is for individuals who have:

  • Have accumulated significant wealth
  • Don't want to leave their family with a large tax burden
  • Want to help ensure their estate is passed on to heirs or a favourite charity
  • Want to provide money for final expenses, outstanding debts, legal fees and taxes

You can contact Shaen Wealth Management Ltd. to schedule an individual consultation and a no obligation second opinion, by simply clicking here.

Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with Permission. Mortgage referrals and insurance products, including segregated fund policies are offered through Shaen Wealth Management and Kyle Shaen offers mutual funds through Quadrus Investment Services Ltd.