Stage 1 – Creating a Foundation – The Core Foundation®

Documents how you measure progress, your core values, dangers, opportunities, strengths, and goals. This creates a measurable standard against which all decisions can be evaluated.

Stage 2 – Disclosure – The Engagement Disclosure™

A transparent process to establish mutual expectations and disclose costs, revenue sources and responsibilities.

Stage 3 – Measuring Decisions – The Compatibility Evaluation®

All financial decisions are measured for their compatibility to your Core Foundation®, allowing evaluation of their effectiveness. “Either it works or it doesn’t.”

Stage 4 – Harmonizing Solutions – The Portfolio Quarterback®

Your Strategic Legacy Solution® is created, in coordination with your Accountant and Lawyer. This guarantees the harmony of all efforts to your Core Foundation®, providing you with the benefit of a comprehensive approach focused on you.

Stage 5 – Exploring Opportunities – The Opportunity Breakthrough™

Through the Strategic Legacy Solution® process, our clients substantially benefit from unique Tax Minimization Strategies, Wealth Creation Techniques, Unique Investment Opportunities and Tax-Advantaged Insurance Structures. Only the solutions that are RIGHT for you and provide great OPPORTUNITY for you to fulfill your Core Foundation® pass through.

The Investment Loan Strategy

This strategy offers the opportunity to purchase life insurance, re-invest capital into your business or another qualified investment, while accomplishing these goals in a highly tax efficient manner. It requires very little captive capital, grows tax sheltered, is creditor proof, and allows retirement tax-free.

The Guaranteed Income Program™

A 100% Guaranteed Investment Process for clients, that prefer GICs and are in a particular demographic group, to take advantage of our strategy that sees the 2.5% or 3% return they are currently realizing grow to as much as 10%, creating a much larger cash flow for them.

UNIQUE INVESTMENT OPPORTUNITIES

The Accredited Investor Advantage™

These are strategies that offer additional tax deductions with investment opportunities that are often based on an Advanced Tax Ruling from Canada Customs Revenue Agency.

Stage 6 – Implementing Strategy – The Strategic Legacy®

By following the process, using the Rules, and applying the Tools, structures are implemented that fulfill your Core Foundation®, resulting in real, identifiable and measurable benefit that makes a difference in your life and an enhancement of your legacy.

Stage 7 – Maintaining Direction – The Ongoing Monitor®

This comprehensive follow up system allows you to monitor ongoing progress of your plan, ensuring its proper implementation, and facilitates any adjustments due to changing circumstances.

The Confident Referral Advantage®

This is about your confidence in KNOWING that you feel safe and secure by referring The Strategic Legacy Solution® to your very best relationships.