{"id":934,"date":"2026-06-11T14:14:43","date_gmt":"2026-06-11T14:14:43","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/?page_id=934"},"modified":"2026-06-23T14:58:32","modified_gmt":"2026-06-23T14:58:32","slug":"advanced-wealth-planning-group","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/advanced-wealth-planning-group\/","title":{"rendered":"Advanced Wealth Planning Group"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"934\" class=\"elementor elementor-934\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e645ab5 e-flex e-con-boxed e-con e-parent\" data-id=\"e645ab5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d6367c6 elementor-widget elementor-widget-heading\" data-id=\"d6367c6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Advanced Wealth Planning Group<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-092a235 e-flex e-con-boxed e-con e-parent\" data-id=\"092a235\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-51e1d73 e-con-full e-flex e-con e-child\" data-id=\"51e1d73\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d829cc7 elementor-widget elementor-widget-text-editor\" data-id=\"d829cc7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Our Advanced Wealth Planning Group brings together Canadian professionals including CERTIFIED FINANCIAL PLANNERS<sup>\u00ae<\/sup>, Chartered Professional Accountants (CPA), tax specialists, and estate planning experts with extensive experience serving affluent Canadian clients. We understand the nuances of federal and provincial rules, from CRA tax legislation to varying probate regimes across provinces.<\/p><p>We serve as your central strategic partner, coordinating with your existing accountants, lawyers, and advisors to deliver cohesive, Canada-specific wealth plans.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>How We Help Canadian Families<\/strong><\/span><\/h2><p>Canada\u2019s tax system with no formal inheritance tax but significant deemed disposition rules and provincial probate fees, requires careful planning.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>Reducing Tax Erosion<\/strong><\/span><\/h2><p>Legal strategies to defer or minimize capital gains on death, optimize registered accounts, and lower overall family tax burden.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>Protecting &amp; Transferring Wealth Efficiently<\/strong><\/span><\/h2><p>Using trusts, insurance, and lifetime gifting to reduce probate fees and ensure smooth, tax-efficient wealth transfer.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>Aligning Investments with Tax Efficiency<\/strong><\/span><\/h2><p>Asset location strategies across taxable, RRSP, and TFSA accounts, plus integration with private market opportunities.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>Coordinating Professionals<\/strong><\/span><\/h2><p>Acting as the architect of your plan while working seamlessly with your Canadian legal and accounting team.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>Adapting to Life &amp; Legislative Changes<\/strong><\/span><\/h2><p>Regular reviews to address updates in CRA rules, provincial taxes, and family circumstances.<\/p><p><span style=\"font-size: 12pt;\"><strong>Typical Client Outcomes:<\/strong><\/span><\/p><ul><li>Substantial tax savings and preserved after-tax wealth\u00a0<\/li><li>Reduced probate and estate administration costs\u00a0<\/li><li>Clear, conflict-minimized succession and legacy plans\u00a0<\/li><li>Greater confidence in retirement income and multi-generational security<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Advanced Wealth Planning Group Our Advanced Wealth Planning Group brings together Canadian professionals including CERTIFIED FINANCIAL PLANNERS\u00ae, Chartered Professional Accountants (CPA), tax specialists, and estate planning experts with extensive experience serving affluent Canadian clients. We understand the nuances of federal and provincial rules, from CRA tax legislation to varying probate regimes across provinces. We serve [&hellip;]<\/p>\n","protected":false},"author":193,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-934","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/pages\/934","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/users\/193"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/comments?post=934"}],"version-history":[{"count":43,"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/pages\/934\/revisions"}],"predecessor-version":[{"id":1059,"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/pages\/934\/revisions\/1059"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/media?parent=934"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}