Endeavour Wealth Management

940-201 Portage Avenue

Winnipeg, MB, R3B 3K6

info@endeavourwealth.ca

PH: 204.515.3450

TF: 1.855.315.3450

FX: 204.515.3451

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© 2019 Endeavour Wealth Management | Website Designed by Joshua Zaporzan

Industrial Alliance Securities Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Securities is a trademark and a business name under which Industrial Alliance Securities Inc. operates.

This is not an official website or publication of iA Securities and the information and opinions contained herein do not necessarily reflect the opinion of iA Securities. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Securities, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered

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TAX & ESTATE PLANNING

Estate Planning

Estate planning is about your wishes for your loved ones and those you care about most.  Ensuring that your wealth goes where you intend it to go is part of a holistic financial plan.  Whether it’s your family or a favored organization charity or not-for-profit, Endeavour is here to help you ensure your wishes are met. We strive to give you peace of mind through our commitment in helping you build a highly personalized estate plan.

 

In order to maximize your potential wealth transfer, we focus on minimizing taxes and other potential costs. With the guidance of experienced professionals, we work to assess the following:

  • Do your current estate documents reflect your wishes, and how can we ensure they continue to as your life changes?

  • How can we best protect your assets from creditors?

  • How do you wish to transfer your assets? Is it important they remain in your family?

  • Do you require assistance in putting together a medical directive and/or power of attorney?

  • Do you wish to leave a financial donation to a charity, and what can we do today to maximize your future donation?

  • Are your loved ones prepared for the administrative burden of serving as an executor or does it make sense to utilize a professional trustee?

 

**Insurance is offered through Hollis Insurance

Tax Planning

Taxes are the single biggest expense over your lifetime. We treat tax planning as a crucial part of your financial plan because tax affects all aspects of your financial life. 

In Canada’s fast changing tax environment, it’s important to partner with experienced tax professionals.  Our CPAs can work directly with your Accountant to review your recent personal or business tax returns, and identify potential savings.

Benefits you gain from our tax planning service include:

  • Evaluating your business structure to optimize earnings

  • Understanding the tax consequences related to your individual income and investments

  • Maximizing your retirement plan savings under current tax law