Succession Planning

Succession Planning

Midas Finance and Taxation makes reasonable use of Canadian life insurance, a unique financial tool, and through practical strategies such as IFA and IRP, helps customers effectively use capital advantages and time leverage to complete wealth accumulation, and maximize assets and optimize taxes for corporate and individual customers.
The team cooperates with various professionals to assist customers in formulating an overall wealth inheritance plan including wills, power of attorney and beneficiary settings, free probate, and anti-creditor recovery. Asset trust plans can be tailored for customers who have needs and are suitable.

Special Instructions

The team’s various professions work together to assist clients in formulating an overall wealth inheritance plan that includes wills, power of attorney, beneficiary settings, exemption from estate certification, and protection against creditor claims.

Chance
Save time
Income

Benefits

We can tailor-make asset trust plans for clients who have needs and are suitable.

Increased income

Through practical strategies such as IFA and IRP, we help clients effectively utilize capital advantages and time leverage to accumulate wealth.

We are dedicated to providing a full range of services including customized investment and financial management plans, life insurance plans, financial and taxation strategies, and inheritance planning to individuals, families, and small and medium-sized enterprises in Canada. Please feel free to consult us.