What is Pension Income Splitting?
The Canadian government introduced pension income splitting in 2007, aimed at helping income split amongst spouses or common-law partners. It allows a fair distribution of…
A Modern Approach to an Age-Old Industry… We Put You First.
We believe in doing more for our clients, our community, and the world.
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Plan for Tomorrow Today
Our Financial Plans.
As a strategic partner and project manager for your finances, we develop a comprehensive financial plan that coordinates the efforts of all the professionals you rely on. We simplify your financial life.
Individual Financial Plan
$2500
For individuals looking to build a clear retirement and estate plan
Household Financial Plan
$3000
For households looking to build a clear retirement and estate plan
Corporate Plan
$5000-$8000
For professionals and small business owners with a corporation.
Achieve Your Goals
Revolutionize Your Financial Life.
Whether you’re looking for guidance with financial planning, estate and succession planning, or investment management, consider using an integrated financial advisory firm. Our approach is comprehensive and collaborative, drawing on the expertise of in-house industry specialists to ensure all aspects of are covered. Trust us to coordinate your finances and help you realize your financial goals.
An Innovative Approach
Quality Service Tailored to Your Needs
We believe in doing more for our clients, community, and the world at WestCap Wealth. Therefore, we have adopted a contemporary approach to the conventional financial services industry. We have found the optimal balance between focusing on people and focusing on technology, allowing us to solve your problems quickly, creatively, and with care.
Our innovative approach allows us to provide you with the highest quality service tailored to your needs. We recognize that everyone’s financial circumstances are distinct, and we are committed to finding solutions that work for you. Whether you need investment advice, financial planning, or estate planning, we’re here to help.
Our Values Drive Us.
We combine cutting-edge financial technology, data-driven insights, and personalized services for all our clients.
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