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Christine LaLiberte
Wealth Management Solutions Products and Services Ask the Experts About Dundee
Christine LaLiberte CIM, FCSI
Senior Investment Advisor, Director, Private Client Group
604-575-6911
[email protected]
Linda McClure FMA
Associate Investment Advisor
604-575-6911
[email protected]
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Lifetime Tax Exemption Program


Financial INtelligence!

 

Aging boomers, increased pressures on our social systems, chronic diseases, longer life expectancies, and lowered investment yields are all contributing to a �perfect storm� scenario.  Will your capital last long enough to support the lifestyle you�re accustomed to?

Most Canadians are concerned about whether or not they�ll have enough money to live comfortably for the balance of their lives.  Especially with life expectancies on the rise.  Research shows that nearly 51% of Canadians fear becoming a burden to their families at some point in time.

Suppose, if you didn�t have to pay tax on a portion of your capital until after your death, how your financial situation would improve.  Eliminating your tax burden can eliminate fear about what your future holds.  Individuals can lawfully be granted immunity from obligation of any tax dollars by government for the period of their lifetime.  Sound too good to be true?  We can show you how.

 

You can experience:

·         no more tax during your lifetime

·         no future estate disposition taxes

·         no estate settlement fees, no probate fees, no executor fees                  

 

Call 604-575-6911 or click here to get together with Christine to determine how to put the Lifetime Tax Exemption Program to work for you! 

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Private Investors Ltd., Dundee Insurance Agency Ltd., and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.
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