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:
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. Insurance products, including segregated fund policies are offered through Shaen Wealth Management and Investment Representatives Kyle Shaen and Matthew Mustapic offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.