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Jeff (Jaafer) Gareau,
B.A., I.R.Econ.

Financial Advisor/Dealing Representative,
NO INTEREST Investments
Global Maxfin Investments Inc.

 
 
 
   
   

We are not lawyers but Estate Planning

Estate planning is all about preserving what you have worked so hard at acquiring, your wealth. It is often a complicated process and even intimidating, which is why we approach it in a step-by-step manner. We ensure that you are involved and understand the benefits of our proposed solutions. We do this from both professional and Islamic points of view, if applicable.

The first step is to understand how much, if any Estate you will likely be leaving. From there we can work with you to both minimize the effect of taxes and maximize the size of your Estate.

After all, once all of your expenses are covered off for the remainder of your life, the residual must be directed somewhere. We can help ensure that the largest portion passes to your family or favoured charitable organizations according to your wishes and the least amount goes to taxes.

NO INTEREST Investments can help you to learn how to go about targeting an Estate that is commensurate with your wishes. You can control risk and apply strategies that allow for significant capital appreciation and tax efficiency with significantly less risk than most mainstream strategies. You need to utilize lawyers who can work on wills for you whether they are wills that are in accordance with the Islamic guidelines for inheritance or just regular wills. If you are not already an existing client, completing our confidential Personal Financial Review will help us better ascertain which professionals we should be recommending specifically for your circumstance.

Other important aspects of estate planning may involve business succession planning or charitable giving.

If you have business holdings, these assets may comprise the most significant portion of your estate.

Issues include:

  • Transfer of ownership
  • Keeping the business in tact
  • Liquidity
  • Tax-efficiency

Please contact us for further information.