New Podcast episode 

www.wilsonteam.ca 

A collaboration of the top experts in wealth building is key to your structure. You can adopt the Family Offices platform which is a private wealth management advisory firms that serve high net worth clients, they differ from traditional wealth management firms because they offer a total outsourced solution to managing finances and investments for affluent individuals and families.   It’s about creating a strong advisory board that all works together to formulate your blueprint. This board consists of your planner, accountant, lawyer and broker. They need to be on the same page and working together to create your customized financial affairs.  

So many financial plans are solely focused on the accumulation and not the exit strategy of the money. This leaves you exposed to unnecessary losses and recapture opportunity which  can cost you up anywhere from 10% to 50% of your savings. In some cases tax free opportunities.  Structuring your taxes is the biggest liability we have as Canadians.   Check out the PODCAST where Colin speaks about his philosophy on what most Canadians are missing when focused on just the accumulation.

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