Strategy Wealth Advisors Inc.
Financial Services - , , CA
Strategy Wealth Advisors Inc. Employees
Strategy Wealth Advisors Inc. Details
Strategy Wealth Advisors are Canada's premier provider of insurance-based tax and estate planning solutions for high-net-worth Canadian families and private company owners. Strategy Wealth Advisors has developed the iNSURIS Program™, a process that provides insurance solutions to most tax effectively help grow, protect and ultimately, transfer wealth. The team at SWA includes insurance specialists, lawyers and accountants that will design an insurance solution based on a client's unique goals and objectives. The strategies are designed to most tax efficiently provide liquidity for tax liabilities, fund charitable bequests while reducing personal tax and creating tax recovery in a client's lifetime.
Strategy Wealth Advisors Inc. Technologies
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