Working with Westward

The LifeStep Process enables accountants and lawyers help their high net worth clients manage their estate in a tax efficient manner

Westward helps advisors discover the very best tax and estate plans for their clients' needs.

Many professionals do not have the background and expertise to offer advice to their clients on complex life insurance and annuity issues. What's more, they are unable to bill clients for the hours it takes to thoroughly research and understand these matters.

With Westward, you work alongside Canada's leading tax and estate planning specialists and also gain the support of a deep bench of talent and resources.

  • Unbeatable technical expertise and back office support staff who are involved in all aspects of case preparation, plan implementation and on-going file maintenance.
  • High quality materials and presentations that clearly illustrate and communicate the recommendation and implementation plan. We also provide annual reports to document how the plan is performing and itemize any next steps to keep it on course.
  • Creative thinking. We lead the industry in using advanced tools and technologies. Applications such as The Preliminary Filter and The Opportunity Filter Matrix streamline development, keep client cases on track and deliver highly accurate results.