~ Johann Von Schiller ~
The Corporate Overview
Our mission: To be Canada’s leading provider of insurance-based tax and estate planning solutions.
Our objective is to design a customized tax and estate plan involving the use of life insurance that is integrated with your overall estate planning and/or business succession goals.
We provide you with knowledgeable and independent advice and are committed to providing the highest quality of service in a timely manner.
The ever-increasing number and complexity of tax and estate planning strategies suggests that knowledge and time will forever seem to be in short supply. That’s why, for many individuals, seeking the help of a professional team in creating a well-conceived tax and estate plan might prove to be the most important financial decision they’ll ever make.
We have the comprehensive training, up-to-date product knowledge and years of practical experience to develop a personalized tax and estate plan tailored to your needs. Your tax and estate plan should allow you to create wealth, protect that wealth over the long term, and transfer your wealth on a tax-efficient basis. Your plan should give you the financial freedom to enjoy your success.
Your individual, family and business financial securities are closely woven together. As your family changes and your business grows, you need a plan to link your personal and business needs.
We have developed The LifeStep Process™ to help you build the best tax and estate plan possible by focusing on solutions to three financial security opportunities – risk management, wealth accumulation and wealth distribution – at the right times.