An effective Wealth Plan acts as a roadmap and enables you to navigate through the issues and ideas related to wealth stewardship. Working with the StennerZohny Investment Partners+ team, and the added expertise of Richardson GMP, we can help to guide you and yours in the strategic decision making that influences both current prosperity and the prosperity of future generations.
Tax and Estate Planning
What kind of legacy will you leave behind? A well structured estate plan gives you peace of mind knowing that loved ones will be taken care of for generations to come. Our team of experienced estate planning professionals can help you integrate your philanthropic and charitable decisions, maximize the value of your estate, and create a tax efficient investment plan using Tax Alpha™strategies and tax-saving investment opportunities
In order to be prepared for the tax obligations and estate consequences of a sudden death, life insurance can be passed on to one's beneficiary. StennerZohny Investment Partners+, and Richardson GMP Insurance Services Limited, can help correctly structure your insurance policy so that you and your family are protected and feel confident in your insurance solutions going forward.
A common characteristic of StennerZohny Investment Partners+’ clients is their generous spirit. Optimizing the structure of your charitable giving by using relevant, practical, and tax preferred strategies can result in your favourite philanthropic associations getting the most out of your gift.
If you’re approaching a liquidity event or are in the stages of planning the succession of your business, StennerZohny Investment Partners+ has the experience, professionals, and resources to guide you through the process and can prepare you for the transition from business owner to steward of your wealth.