Insurance and Estate Planning
Our clients are typically affluent individuals or families, often the owners of private corporations. And they come to us because they have specific concerns about getting the most out of their assets, concerns that we are especially well-equipped to address.
For example, the tax implications surrounding the creation of assets are significant and are often the single largest drain on wealth. Similarly, transferring assets between generations can be challenging, as can preserving the value of an estate over time.
Neither of these are simple challenges, and we are one of only a handful of firms in Canada that have the in-house expertise in leveraging the Income Tax Act and the Insurance Act to the benefit of our clients, rather than to the detriment of their wealth. We have assisted some of Canada’s wealthiest families by working together with their legal and tax advisors to structure solutions that will minimize taxes at many levels, including smooth inter-generational transfer of assets.
DiBrina Sure Group knows that actions don’t speak, they move. And that’s why we work with our clients to take informed financial action. We make sure that your big goals and dreams are safe, so that you can make them even bigger.