The sum of your life accomplishments can often be boiled down to what you leave behind for future generations. For many Canadians, the entire purpose of accumulating wealth is to ensure that the next generation has the best chance for a bright and prosperous future.
Tax & Estate Integration
Recent tax legislation has introduced some significant changes that have impacted how family trusts are taxed in Canada. These changes have had a significant impact on existing Canadian family trusts with the bulk of these changes impacting many renowned and influential private family businesses.
Eastport Financial Group is a team based financial planning firm, specializing in creating customized tax efficient financial plans and income strategies for the physician community across Canada. We have been working with your peers for more than 20 years. We want to share with you some of the most efficient ways available for you to plan for today and the future - and the importance of building a quality advisory team, and what expectations you should have for those professionals.