Step 6. PROTECT – your family’s wealth


Your Family Wealth Protection Program™


The focus of Your Family Wealth Protection Program™ is to identify and manage the financial risks that may prevent you from achieving your multi-generational goals of wealth accumulation, preservation and distribution.

Our insurance and estate specialists* will review and implement all effective insurance and estate strategies that will assist you in achieving your personal and business goals. Some of these strategies include:

  • Protecting your family and business
  • Tax-sheltering investments
  • Supplementary retirement income
  • Planning your business succession
  • Offsetting estate taxes to keep assets intact
Result: Protection and peace of mind   |   Investment: Tailored to Your Needs

NEXTStep 7. ACHIEVE – your family’s desired future

PREVIOUSStep 5. BUILD – your family’s wealth foundation


*Wealth planning services may be provided by the professionals of the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP which is a wholly owned subsidiary of CI Financial Corp.


Adrian Spitters

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