Westward Advisors Ltd.

About

Westward Advisors Ltd. provides tax and estate planning solutions for high-net-worth Canadians through customized life insurance, using the LifeStep Process® to maximize tax efficiency in wealth transfer. The firm collaborates with clients' advisors to design, implement, and manage insurance-based plans, ensuring lifelong results. Services include guaranteed tax-free insurance payouts, charitable contributions, and tax-efficient wealth transfer, supported by technical expertise and creative thinking. Westward is Climate Smart Certified, reflecting its commitment to sustainability.

Details

Licences and accreditations: Climate Smart Certified
Areas served: Vancouver, Toronto, Kelowna, Calgary, Sherwood Park

Products & services in Vancouver

Financial information Financial service Insurance agent Financial advisor Accounting firm Accounting service Insurance agency Life insurance

Keywords

financial planner tax preparation service

Links

Similar companies nearby

Simba Technologies Inc. same street Accountant 200-1090 Homer Street, Vancouver
Rooks Bookkeeping Inc. same street Financial 1090 Homer Street, Suite 300, Vancouver
RX Networks Inc. 0.1 mi 3d modeler 1120 Hamilton St Ste 303, Vancouver
Brittany Anderson Events 0.1 mi Relocation service 2304-1010 Richards St, Vancouver
Mandell Pinder LLP 0.1 mi Law firm 1080 Mainland Street #422, Vancouver

Contact