LifeTRUST Financial Services

FINANCIAL ADVISORS CONSULTING SERVICE !!
We act in the capacity of consultants to the client through his or her advisor. We consult in the area of income tax recovery, government benefits, life planning, financial planning, estate planning and wills and trust planning for parents of people with a disability. Proper financial and legal advice is essential or their child may lose their entitlement to government support, and the government will control any inheritance they receive. Use our knowledge and expertise in this highly specialized area to help you guide your clients through the maze of federal and provincial regulations. To  learn about our Financial Advisors Consulting Service CLICK HERE !!!

Cash Management Services using Segregated Funds

• The use of qualified exempt assets to help individuals improve their quality of life
• Converting non exempt assets into exempt assets
• Working with support services to ensure adequate funds are available for necessities and quality of life expenditures incurred by individual  CONTACT US

LifeTRUST Plan Life Insurance, A living Legacy

• Assessment of need for the creation of an estate using our LifeTRUST Plan
• Preparation and proper documentation to ensure the insurance proceeds are used for benefit of the individual with special needs Click here to learn more about our living legacy plan

Corporate Trust Services

Legacy Private Trust, Services
1 Toronto St. Ste. 800
Toronto On. M5C 2V6
(416) 868-4203 email rlw@legacyprivatetrust.com

• Corporate Trustee services while maintaining existing trusted financial advisor
• Co-trustee services available to ensure lower trustee fees and personal involvement

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