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Tax planning

SPM Financial | Jan 16, 2026

Insurance as a legacy tool: How to leave more for the next generation

Insurance

Financial Planning

Estate Planning

Tax planning

Legacy

You want to ensure your success continues to benefit the next generation. But without the right planning, a significant portion of your estate could be lost to

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530 Oxford Street West, Suite 19
London ON N6H 1T6

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519-432-6199
info@spmfinancial.ca

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Insurance products, including segregated fund policies, are offered through SPM Financial, and Mike Sheffar, Tim Potter, Keith Muchan, Matt Churchill, Tim Faught, Chad Dawson, Lewis Kent, Steve McVittie, Steve Stewart, Shayne McVittie, Andrew Muchan, Brian Sabourin, Jack Sheffar, Dylan Samways, John Caraher, and Stephanie Whitty offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd. as applicable.

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

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