Affluent Families
You want to pass on your family legacy privately and tax-efficiently, keeping assets secure for future generations.
Let's MeetAffluent Families
You want your family’s legacy to be passed on with no hassle. That means having a clear plan in place to protect what you’ve built, minimize taxes, and ensure your loved ones are taken care of. The goal is to create a smooth, stress-free transition so your legacy continues to support and empower the next generation.
Common Challenges Faced
We work with high-income professionals in many fields, lawyers, accountants, doctors, engineers, consultants, developers and more.
Keep More of Your Money
You face high taxes, illiquid assets, and complex estate planning. Business succession, family conflicts, and legal risks add challenges. Strategic planning is essential to protect wealth, ensure liquidity, and minimize tax impact for future generations.
Grow Your Money Safely
You want trusted professionals on your team to grow your wealth. A team that can get you the risk-adjusted returns you expect from high performing experts at a fair price. A team you can offload investment management to and know it’s being handled well.
Philanthropic Legacy
You want to leave a strong mark that follows your family’s values and leaves a path for them to follow in your footsteps. Leaving a piece of your life insurance to the charity of your choice can help this flourish.
Wealth Transfer and Estate Planning Complexity
Life insurance in Canada pays out quickly, tax-free and privately - bypassing the will and avoiding lengthy probate. We have lots of experience placing large life insurance policies that other advisors may not be able to place.
Investing For Future You
In your situation you now face different problems. We work with you to craft solutions that fit your current situation and help achieve your goals for the future.
Who We Serve
Canadian Business Owners
You are incorporated and profitable and want to keep more of your money, grow your money all while having liquidity to take advantage of opportunities and potential downturns.
Canadian Business Owners
You are incorporated and profitable and want to keep more of your money, grow your money all while having liquidity to take advantage of opportunities and potential downturns.
Read More
Incorporated Professionals
You’re earning a great income. You want to grow it, keep it, use it to retire and pass it on to your kids.
Incorporated Professionals
You’re earning a great income. You want to grow it, keep it, use it to retire and pass it on to your kids.
Read More
Your Advisors
You want all your advisors like accountant, lawyer, investment advisors, bankers to collaborate and work together for you. We’re happy to collaborate with your team and set the right plan in place for you.
Your Advisors
You want all your advisors like accountant, lawyer, investment advisors, bankers to collaborate and work together for you. We’re happy to collaborate with your team and set the right plan in place for you.
Read MoreBuild a Lasting Legacy
We hope to hear from you soon.
Yes! Safe Pacific offers virtual meetings for clients across Canada. We understand that your time is valuable, so we provide flexible online consultations via video call or phone. We can discuss your financial goals, insurance needs, and investment strategies—all from the comfort of your home or office.
Yes, you must be a Canadian resident to work with Safe Pacific. Our financial strategies, insurance solutions, and investment services are designed specifically for Canadians. If you are a Canadian citizen living in Canada, we can help you build a tailored financial plan to protect, grow, and maximize your wealth.
That’s fine - many people don’t have all their documents organized. In our first meeting we can keep things high-level and use ballpark numbers. As we work together, and if we require more specific information, we can collect those documents at that time.
Contact us
Let’s chat. Fill out this form and a member of our team will get back to you within 24hrs on business days.
"*" indicates required fields
