We bring sophistication with simplicity to your estate

and intergenerational wealth transfer planning

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Our practice has a specific focus on late career and retirement age clients who have accumulated wealth resulting in significant tax liabilities in their estates, and to beneficiaries.We work to eliminate as much of these taxes as possible with creative planning strategies. Where elimination is not possible, efficient funding options are explored.We work with clients' existing accounting and tax advisors to structure plans that will meet our clients’ goals and objectives.Integration with existing planning and flexibility for future changes are key. Life insurance can be a powerful tool in one's future planning. However, we use life insurance in unconventional ways. Our clients are not in need of life insurance, but utilize it as an instrument for its unique characteristics providing exceptional results to various planning challenges.

Our clients are a diverse group of mature age who have been financially successful in their lives. With varied backgrounds in everything from agriculture, medical professions, manufacturing, transportation, service industries, and a host of others, our clients do have many commonalities:

At Wilson Capital Inc. (“we,” “us,” or “our”), we are committed to protecting the privacy and confidentiality of your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your information, in compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and other applicable Canadian privacy laws.1. Collection of Personal Information
We collect personal information necessary to provide our specialized financial and tax planning services. This may include:Identification Information: Name, date of birth, address, and contact details.
Financial Information: Income details, investment holdings, tax returns, estate plans, and other financial records.
Professional Information: Details about your accounting or tax advisors to facilitate integrated planning.
We only collect personal information directly from you or with your consent from third parties, such as your financial or tax advisors, where necessary to provide our services.2. Use of Personal Information
We use your personal information to:Develop and implement tax planning strategies tailored to your financial goals.
Coordinate with your accounting and tax advisors for comprehensive planning.
Explore and recommend efficient funding options, including life insurance solutions.
Ensure integration and flexibility with your existing financial plans.
Comply with legal and regulatory requirements.
3. Disclosure of Personal Information
Your personal information will only be shared with:Your authorized representatives, such as accountants or legal advisors.
Third-party service providers (e.g., insurers or financial institutions) assisting in the delivery of our services.
Regulatory authorities, if required by law or for compliance purposes.
We require all third parties to protect your information with the same level of care as outlined in this Privacy Policy.4. Consent
By engaging with Wilson Capital Inc., you consent to the collection, use, and disclosure of your personal information as outlined in this Privacy Policy. You may withdraw your consent at any time, subject to legal or contractual restrictions.5. Protection of Personal Information
We implement robust security measures to safeguard your personal information, including:Secure electronic storage systems.
Restricted access to authorized personnel.
Regular audits and reviews of our data protection practices.
6. Retention of Personal Information
We retain your personal information only as long as necessary to fulfill the purposes for which it was collected and to comply with legal and regulatory requirements.7. Access and Correction
You have the right to access and update your personal information. If you believe that any information we hold about you is inaccurate or incomplete, please contact us to request corrections.8. Third-Party Websites
Our website may contain links to third-party websites. This Privacy Policy does not apply to these websites, and we are not responsible for their privacy practices.9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The most current version will always be available on our website.10. Contact Us
If you have any questions or concerns about this Privacy Policy or our data protection practices, please contact us at:Wilson Capital Inc.
1990, 10020 - 101 A Avenue
Edmonton, Alberta
T5J 3G21-780-421-4797

information for chartered accountants
and professional advisors

Do you have clients over the age of 60 who have accumulated significant tax liabilities in their estate? Do you have clients who have accumulated wealth inside holding companies that is not required for consumption?We work hand in hand with you and the client’s other professional advisors to establish a plan to first eliminate estate taxes and, where the tax cannot be eliminated, fund the remainder in the most efficient way possible.As you know, the most expensive way to pay these taxes is to have an estate write a cheque for the amount due. We look at ways to dramatically reduce this cost utilizing various financial instruments, including life insurance. The tax characteristics of life insurance can have a profoundly positive financial impact for our clients and their beneficiaries.