GROW YOUR WEALTH WITH THE LIFESTEP PROCESS®


Westward offers Canadians tax and estate planning solutions through customized life insurance. Our LifeStep Process® empowers clients to increase, safeguard, and transfer their wealth to beneficiaries or charities with optimal tax efficiency.

Westward is a trusted partner for high-net-worth individuals, their families, and their advisors, thanks to our meticulous attention to detail, technical accuracy, and commitment to delivering lifelong results in tax and estate planning.

HOW YOU’LL BENEFIT FROM A WESTWARD TAX & ESTATE PLAN


We blend technical expertise and creative thinking with a streamlined process to maximize the benefits of insurance planning. A Westward tax & estate plan can accomplish:

  • 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

THE WESTWARD EXPERIENCE


VIEWPOINTS

Westward’s opinion on timely and topical issues related to tax and estate planning.

Jul 5 2024

US Insurer Financial Strength

Q3 2024 update on the financial strength of U.S. insurers.

Jul 5 2024

Canadian Insurer Financial Strength

Q3 2024 update on the financial strength of Canadian insurers.