The LifeStep Process
Growing your wealth, protecting your estate
Westward provides Canadians with leveraged life insurance for tax and estate planning. The LifeStep Process® enables Westward's clients to grow and protect their wealth, and transfer it to their beneficiaries or a charity in the most tax efficient way possible. Attention to detail, technical precision and lifelong results have made Westward a trusted resource to high-net worth individuals and their families across Canada, and to the advisors they count on for astute tax and estate planning.
WHAT A WESTWARD TAX & ESTATE PLAN CAN ACCOMPLISH FOR YOU
Guaranteed tax-free life insurance pay out to fund estate liquidity
Opportunity to make a significant contribution to a charity
Ability to transfer wealth on a tax efficient basis
"I thought the information and presentation you did was very useful, and helped me understand further the insurance plan. You and your team are always very helpful and quick to provide any information we need."
KP, Advisor
Kelowna, BC | Oct 2023
VIEWPOINTS
Westward's opinion on timely and topical issues related to tax and estate planning.
DEC 20
2023
2024 SRIA GUARANTEED INTEREST RATE
iA Financial (iA) recently announced that
the Smoothed Return Index Account (SRIA)
interest rate guaranteed for calendar
2024 is 2.90%.