Westward Overview

Application, execution and results have made Westward a valuable resource to wealthy Canadians for over 20 years, and a trusted partner to the advisors they rely on for tax and estate advice.

Westward has designed and implemented insurance plans for hundreds of high net worth Canadians. We developed The LifeStep Process® as a way for accountants and lawyers to help their clients grow and protect wealth, and manage the estate in the most tax efficient way possible. Our team of tax and insurance experts collaborate with a client’s advisor to ensure that the plan achieves the following results:

  1. Preserves wealth for future generations
    - guarantee an insurance pay-out to beneficiaries to cover the estate tax
    - create additional tax recovery opportunities for heirs
    - make a significant contribution to a charity

  2. Generates lifetime personal tax recovery and positive cash flow
    - reduce the amount of personal tax a client pays throughout his or her lifetime
    - achieve positive cash flow

Westward's expertise is in designing, implementing and managing insurance-based tax and estate plans for high net worth individuals and owners of private companies. Talk to us if you are an advisor with clients who could benefit from The LifeStep Process, and are looking for a proven way to enhance your practice's service capabilities and increase revenues.