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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 accounts
  • Estate replacement life insurance
  • Intergenerational asset transfer
  • Funding Intervivos or Testamentary trusts

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Contact Us

We are conveniently located at the southwest corner of University and Queen. 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 one 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. For TTC riders, the subway stop is Osgoode. If you are a Bikeshare Toronto member, there are locations in front and behind (on Simcoe).

Blueprint Wealth & Estate Planning Inc.

250 University Av., Suite 200
Toronto On M5H 3E5
Tel 416 203 1977
Fax: 416 366 7489
Toll free: 1 877-777-7598
pbennett@blueprintwealth.ca
SKYPE: blueprint44

 

Blueprint Wealth & Estate Planning