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Cove Investors - Are you an Investor

Are You an Investor?

You’ve built a large investment portfolio and simplified your affairs after having sold properties or business(es). You may be semi-retired or completely retired from your previous day job, but you’re still actively engaged in managing your wealth as the principle decision-maker.

What We Offer to Investors

If you’re looking to manage your affairs efficiently and to make sure that you are taking advantage of opportunities to reduce tax leakage (unnecessary tax) while making sure your vision unfolds as you want it to, we can help provide that for you. We can help put a plan into place that ensures your vision become reality.

Cove Investors - What we Offer

Services for Investors

  • Income and Asset Modelling
  • Continuity Planning
  • Tax Planning
  • Trust Planning
    • Alter Ego Trust
    • Joint Spouse Trust
    • Family Trust
  • Estate Planning
    • Wills
    • Power of Attorneys
    • Representation Agreement for Healthcare
    • Estate Tax Liability Analysis
    • Estate Insurance Strategies