Estate Planning
Settle your affairs without the hassle
Settle your affairs without the hassle.
Estate planning is necessary for everyone. Prevent long-lasting and costly consequences for your loved ones by partnering with a certified financial planner.
VANCOUVER’S LEADING FINANCIAL PLANNER
Estate planning made easy
Why is estate planning necessary?
Without a plan in place, third-parties may determine what happens to your estate. Minimize family strife and eliminate the need for prolonged legal battles by making sure your estate is handled according to your wishes rather than the court’s.
What can we do to help?
We offer a comprehensive portfolio of estate planning services that will make sure your wishes are met while reducing taxes on what you leave behind.
Creating a will
We offer expert recommendations on how to structure your will to truly reflect the future handling of your estate. Here’s also where we secure a legal team for you if you haven’t already done so.
Naming executors
An executor is someone who has been appointed to administer your estate. We help you review the relevant criteria, appoint the best individual for the job, and make it official.
Crafting a power of attorney
A power of attorney is a legal document that gives an individual of your choice the legal authority to manage your assets on your behalf. We guide you through the process of assigning a POA.
Designating beneficiaries
Failing to name beneficiaries can leave your loved ones vulnerable after you go. We walk you through the process of dividing your estate, equally or otherwise.
Minimizing estate taxes
One of the primary goals of a certified estate planner is to minimize taxes and reduce probate fees, ensuring the majority of your estate ends up in the hands of your beneficiaries.
Protecting your decisions
A comprehensive estate plan includes directives that consider your wishes in the event of rapid mental or physical deterioration. We make sure your wishes are respected regardless of the circumstances.
The SaaS Wealth Advantage
At SaaS Wealth, our mission is to empower every client to feel financially secure by leveraging innovative technology and industry expertise to bring their goals into focus.
01
Getting to know you
We take the time to discuss your objectives, answer any questions you might have, and put together a comprehensive action plan tailored to your unique situation and needs.
What are your values?
We plan with only you in mind. Here’s where we discuss the future you envision for your estate and what matters most to you.
What does your estate look like?
What resources do you have at your disposal? Planning your estate can be confusing without a well-defined starting point.
What would you like to do?
What are you hoping to achieve with your estate? Whether you’re interested in a fair asset division or appointing a reliable executor, we’re here to help.
02
Assessing your profile
The next step is to validate your financial position, identify strengths, uncover weaknesses, and profile any threats or opportunities.
Where are you currently headed?
We use a variety of financial planning tools, industry-leading strategies, and our extensive FPSC experience to build accurate projections.
How resilient are your finances?
Here’s where we test your financial standing to expose potential vulnerabilities in the face of unexpected circumstances and worst case scenarios.
Where can you go instead?
Next on our list is a “What If” analysis that uses scenario modelling to evaluate an array of potential opportunities and benefits.
03
Optimizing your strategy
Gain a clear understanding of how to reach your financial goals. Make informed decisions with the confidence that comes from working with an expert.
Which path is the right one?
Each financial strategy we employ is analyzed from four different perspectives: insurance, tax, legal, and investment.
Is there a way to get there faster?
As your financial guide and partner, we make sure to identify, test, and recommend the optimal solutions based on your objectives.
Who can you rely on along the way?
When you partner with us, you partner with our network of vetted industry leaders, diverse professionals, and leading financial institutions.
04
Driving better outcomes
Gain the ultimate peace of mind by making sure your estate is in the hands of a certified estate planner with a clear understanding of your goals.
Got questions?
Never hesitate to ask. Our goal is to keep clients informed and updated every step of the way.
Frequently Asked Questions
Anyone in Canada can call themselves a financial planner or advisor. Becoming a certified financial planner (CFP), however, requires rigorous training. A CFP is a qualified professional that maintains internationally-recognized standards of expertise, skills, and ethics.
Relying on a CFP offers the highest level of assurance that your financial future is being handled with professional excellence and a client-centered approach that puts your interests first.
SaaS Wealth Insurance is independent. Rather than represent any one company, we prefer to represent your best interests with an open, multi-platform approach and access to an extensive professional network.
We serve clients across Canada.
We also serve clients face-to-face at our office in Vancouver—or anywhere our clients would prefer to meet in Greater Vancouver.
What do our clients have to say about us?
Hear from our network of professionals, business owners, families, and retirees.
Feel confident in your financial choices. Get in touch with SaaS Wealth today.
