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Securing
What You
Value

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Blueprint Wealth Logo

There are three relationships with money. The first is you working for money (dependence). The second is money at work for you (independence). The third is money at work for others (transcendence). Our goal is to help you develop your vision, test its importance to you, identify your supporting resources, deal with obstacles which prevent you from achieving your vision, and put you in a position to implement the actions required to realize your vision.

The following is an inventory of products and services available to assist you in Securing What You Value.

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Dependence

Financial Dependence:
  • Survivor income using life insurance
  • Income replacement for a disability or critical illness
  • Debt cancellation, including mortgage life insurance
  • Shareholder buy sell funding
  • Key person funding
  • Building and creating liquidity
  • Health and travel coverage
  • Retirement saving (registered and tax efficient plans)
  • TFSA
  • Education funding (including RESPs)

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Independence

Financial Independence:
  • Individual Pension Plans (IPP)
  • Retirement income planning including RRIFs, annuities, and life income benefits (variable annuities)
  • Executive compensation arrangements
  • Tax efficient income planning
  • Leveraged investing strategies
  • Charitable Gift planning
  • Business succession planning

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Transcendence

Financial Transcendence:
  • RRIF meltdown
  • Group retirement services
  • Group benefits coverage
  • Donor advised gift funds
  • Estate replacement life insurance
  • Intergenerational asset transfer
  • Funding Intervivos or Testamentary trusts

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Contact Us

We are conveniently located just north of Queen in the historic Canada Life building on the west side of University Av. Using the PATH system, go to street level at the west end of the Sheraton Centre Hotel or the west entrance to the Toronto Hilton. From there it is a short two block walk. For drivers, there is a ‘Green P’ lot underneath Toronto City Hall, which can be accessed via Bay Street south, Queen Street, or Armoury and Chestnut Streets. There is also a private lot on St Patrick St and the back entrance on Simcoe is near the rear door of 330 University. For TTC riders, the subway stop is Osgoode. If you are a Bikeshare Toronto member, there is a location just south of the building, at the northeast corner of Queen and Simcoe.

Blueprint Wealth & Estate Planning Inc.

330 University Av., Suite 110
Toronto On M5G 1R8
Tel 416 203 1977
Fax: 416 366 7489
Toll free: 1 877-777-7598
pbennett@blueprintwealth.ca
SKYPE: blueprint44

 

Blueprint Wealth & Estate Planning