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Too often, finance, insurance and tax operate in separate silos but when making high stakes decisions for financially-established Canadians and their loved ones, the opposite approach is required.
At Aria Wealth Solutions we ensure these key pillars work together to inform each client’s tailor-made strategy and deliver results that consistently exceed expectations.
We are the most specialized insurance firm in the country and understand the power of insurance policies and the various ways financing and leverage can produce multi-million dollar upward shifts in net worth while reducing future tax burdens for our clients and their families. Every financial situation is unique. We are a trusted and transparent partner at every stage of the process.
At AWS, we bring financing, banking and debt solutions to the forefront of insurance planning. Our models typically deploy bank capital instead of our clients’ capital.
We use insurance policies as a liquidity vehicle to amplify net worth, charitable gifts, and simplify tax burdens on intergenerational wealth. Our structures are customized, creative and tailored to each unique client situation.
Minimizing or avoiding tax burdens is always a client priority and one of our core focuses. We are a fully-integrated firm with the most creative experts in the field. We reduce taxes through strategic insurance policies and best-in-class tax expertise brought to the forefront of our design and customization process via strategic alliances with Canadian thought leaders. We have the ability to make a tremendous financial impact on our clients’ wealth by using external capital versus our clients’ own capital, enhanced by expertise in tax efficient strategies.
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