First Financial Group has been providing comprehensive estate planning services to assist clients in Toronto for over 50 years.
The purpose of estate planning is to pass along assets in a tax-friendly manner to beneficiaries and heirs. Life insurance is often used along with clearly defined wills and trusts.
First Financial Group always takes the particular dynamics and profiles of its clients into account to provide a transfer of wealth that is efficient and effective.
At First Financial Group we emphasize working alongside our clients’ other professional advisors to ensure a complete “team” approach. If requested, we are able to provide referrals to other professionals for tax, accounting, legal and actuarial services to name a few.
As a leading independent advisor in Toronto, First Financial Group will help you with your unique needs and circumstances. For further information contact us.