TURNING SUCCESS INTO SIGNIFICANCE

You’ve worked hard and you want to make sure that your heirs and favourite charities benefit from your success — all with minimum intervention from the tax and legal systems.

You want to create a clear path to a legacy that matters.

Our estate planning professionals don’t start with how — strategies, tactics and tools.

Instead, they begin above the planning horizon — or Above the Line — by focussing on why. We enter a process of discovery with you that identifies your mission, vision, values and goals.

Leipert Financial Group uses a specialized process of personal discovery to maximize the effectiveness of estate planning, along with a team of specialists that often includes a financial advisor, your lawyer and your accountant.

We concentrate on what you value before worrying about how much value you have — making sure your wishes and the wishes of the ones you love come true.

By starting at a different place on the planning horizon we end up at a different place — one which can remain aligned with your long-term objectives.

CUSTOMIZED PLANNING THAT PAYS DIVIDENDS

In business, you can’t prepare for every possible scenario. But the better you plan, the better you’re able cope with the challenges you face.

You could be confronted with the loss of a key employee through illness or disability. Or in a family-run business, a death could seriously effect its day-to-day operation or force its sale.

In the complicated world of enterprise, the only certainty is that if you formulate a plan today, you’ll have a better chance of protecting your business for tomorrow by considering some important questions:

1. What happens to the dreams of you and your family if you are not prepared for the unexpected?



2. What would happen to your business if suddenly you were unable to work for any length of time?



3. Are your lines of credit secured by life insurance? If so, does the insurance protect your interests or the interests of banks?



4. Did you know that bank secured life insurance does not credit to the Capital Dividend Account (CDA)?

We’ll help you achieve confidence in your business' future by joining you in looking Above the Line on your planning horizon.

First we’ll examine your mission, vision, values and goals — then we'll look at the tools and tactics you can use to achieve them.