Our ultra-high-net-worth clients have unique tax considerations that continue after death. Paradigm's innovative insurance strategies address estate tax liabilities, estate equalization, asset protection and charitable giving needs without disrupting cash flow. Furthermore, our strategies significantly alleviate the tax liability for the next genera˜on.
With insurance face amounts in excess of $10 million, our clients retain maximum wealth, with minimum tax implications, and secure their legacy for future generations.
Paradigm Insurance works with a dedicated team of actuaries, insurance specialists and underwriters to maximize wealth retention while minimizing tax implications. Our insurance strategy has been successfully used for over 18 years. Each client's insurance strategy is customized to fit within their financial structure.
We consult on a national level using Canada's top tax lawyers and accountants. With offices in Winnipeg and Montreal, we service clients efficiently from across the country.
INTELLIGENT EFFICIENT INSURANCE
o: 204 515 5778
Western Canada 2nd Floor 407 Graham Ave Winnipeg Manitoba R3C 0L3
Eastern Canada 450 - 3333 Côte-Vertu Blvd Montreal Québec H4R 2N1
WE HELP YOU KEEP IT
You've built a lifetime of financial success. Yet that same success can become a financial burden without proper planning.
Without tax-effective insurance planning, wealth generated over one’s lifetime can become a considerable tax-liability for the next generation.
If you have built a successful business, developed an extensive real estate portfolio or maintain significant marketable securities, we can plan a strategy for you which provides insurance with a zero-cost.