LEGACY Protection

Ottawa Asset Management specializes in legacy planning and legacy protection. We help you to prepare financially so that you minimize the tax costs to your estate, and maximize the gifts of assets to your heirs or charities.

If you have assets in RRSPs or RRIFs, and/or own property other than your primary residence, it is imperative that you enlist the services of a professional to put a wealth transfer plan in place.

Part of maximizing your legacy comes from structuring retirement income efficiently while you are alive. This makes sense, because if you pay unnecessary taxes and/or lose government benefits to claw backs unnecessarily, you will have less assets to leave. This goes hand in hand with our Retirement Income Planning service.

Roger Crandlemire, Chartered Financial Planner, has over 25 years of experience in assisting retirees with legacy planning. He is a speaker for information seminars on this topic.

Call us today, or book online for a free consultation.

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