Marco Cariati
330 University Ave M5G 1R8 Toronto, ON, Canada

Make an impact with your philanthropic endeavours. Your hard work and success have placed you and your family in a position to give back. To help you have the greatest impact on the causes and organizations you care about, you need a clear plan for the future.... I can provide support as you look to make a difference. This includes helping you: Align your philanthropic plans with the core values and issues that matter most to you and your family Identify a plan to involve your family today and tomorrow Take advantage of tax efficiencies and benefits The solution? To assist you with proper Estate planning contact me today. Contact me directly at 416 553 7718 for your free 1 hour consultation.

The next step In your family's legacy Sharing your assets with the next generation now or in the future is an important part of your legacy. But transferring your wealth can get complicated. Early planning can help create a smooth transition.... By working closely with your family’s trusted advisory team, I can help identify intergenerational transfer issues that can arise, as well as: Education funding Income replacement Key person coverage Enhanced retirement planning Tax-reduction strategies Estate equalization Philanthropic funding Transfer your hard-earned wealth at every stage of life. The solution? To assist you with proper Estate planning contact me today. Contact me directly at 416 553 7718 for your free 1 hour consultation.