Estate Planning

Would you feel more at ease if you had a plan that provides effective solutions to the problems of excess taxation, estate preservation, as well as business succession?

Effective estate planning requires both the right vehicles such as trusts, wills, insurance, and optimized corporate structure combined with the prudent selection, balance and placement of investments.

By drawing from Interact Financial Design Services Ltd.’s extensive experience with tax, trust and planning solutions we can help ensure your goals are accomplished.

Dan was able to untangle and assess the client’s situation with a knowledgeable confidence that really resounded with clients. A sale would be nice but I’m more delighted in the fact that this client was made to feel at ease and now more than ever depends on our services of estate planning.
— EP, Investment Advisor