top of page

Trusted by over 300 clients.

Life With Wealth Protection

We believe true wealth is a balance of health and financial security, creating a life of quality and fulfillment.
 
At SaferWealth, we craft personalized strategies to protect and grow your wealth while safeguarding your health, ensuring harmony in your life and prosperity for your family’s future.

Wealth and Health Protection Strategies

The days of your grandfather’s life insurance are long gone. Modern insurance has evolved into a tool for investment, retirement, and health protection, becoming a premier asset class for not only the wealthy and ultra-wealthy. The industry has expanded, making these once-exclusive strategies accessible to many successful Canadians. Investment and retirement insurance have become the go-to wealth strategies for the top 1%, offering life insurance, critical illness coverage, and other valuable options to enhance family health and wealth security. With their versatility and comprehensiveness, there’s little need for other investments. And yes, these strategies may provide tax-free life income!

cexyjukdiadvuswxbczmTrustedbyFamilyBusiness.png

Trusted by Family Business

SaferWealth specializes in integrating wealth and health strategies for family businesses, helping increase net worth from the short term through to business sale or retirement. Your personalized program will invest in assets that grow tax-free and are paid out tax-free. Just like the tax-free equity build-up in a home, SaferWealth can apply this approach to your investments too. With the right planning, you could even sell your business potentially tax-free. Plus, your family will be covered for illness and death at no additional cost, with enhanced creditor protection for all your assets.

cuuxybadydlzkpzboiihTrustedbyKids.png

Trusted by Large Corporate

SaferWealth's team of associates has collectively secured hundreds of millions of dollars for major international corporations across multiple jurisdictions. With over 200 years of combined experience, we stand on par with any leading provider of wealth protection. By partnering with top-tier legal and accounting professionals, we deliver bespoke tax reduction solutions tailored to your needs. We are so confident in our expertise that we guarantee we can enhance any structure you present—and if we can't, we'll pay you!

gxaxutfufzhfuoopshunistockphoto-1363627613-612x612.jpg

Trusted by the Cool Kids

Young, successful post-boomers are navigating the housing crisis brought on by today’s economy by turning to investment insurance. They recognize that homeownership and selling at 65 is no longer the only path to building retirement wealth. With SaferWealth, a low-risk, high-growth strategy can be crafted to safeguard both their wealth and health. Many are finding greater personal freedom in not owning a home, allowing their investments to secure their financial future. The flexibility to work remotely while traveling the world is an increasingly popular lifestyle choice among this group.

SaferWealth Provides Real Time Protection Solutions

At SaferWealth, we understand that life's challenges are diverse, and each stage requires tailored protection. Our real-time solutions are designed to meet the unique needs of individuals and families in various circumstances. Whether you're preparing for the future or securing the present, our solutions are built to safeguard your wealth and health, ensuring peace of mind for every chapter of your life.

Young Adults

The current economy has pushed this generation out of the housing market, but there are alternative paths that offer even greater potential for building wealth.
home keys

Advanced Education

We understand that financial literacy is crucial to making informed decisions, and that’s why we provide cutting-edge educational resources and tools tailored to today’s industry standards. Whether you're a newcomer to the financial world or an experienced professional seeking deeper insights, our educational offerings are designed to ensure you stay ahead of trends and developments.

Mastering Estate Planning

Learn how to safeguard your family’s future with our comprehensive estate planning course, covering wills, trusts, and tax strategies. Gain the knowledge to protect your assets and ensure a smooth transfer of wealth across generations.

Our Clients Say

"I am grateful for SaferWealth's support and guidance during a challenging time in my life. Their professionalism and care have been invaluable."

James T., Product Designer

SAFEGUARD YOUR WEALTH TODAY!

Frequently Asked Questions

What services do you offer?

SaferWealth provides a range of financial services tailored to individual needs, including. Each service is personalized to your specific need.

How do I schedule an appointment?

Scheduling an appointment with a SaferWealth advisor is easy. Simply fill out the contact form and we will book a convenient time for your initial consultation. We strive to accommodate your schedule and provide prompt assistance.

What can I expect during a consultation?

During a consultation with a SaferWealth advisor, you can expect a safe and confidential environment where you can openly discuss your finances and goals. Our advisor will listen attentively, offer guidance, and work collaboratively with you to explore strategies and help you with any of your concerns. 

bottom of page