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Insurance-based Investment Strategies
CDSPI’s Whole Life and Universal Life permanent life insurance policies offer a tax-efficient way to pass your accumulated wealth to your heirs and other beneficiaries. Our advisors draw on a broad range of policies from leading Canadian insurance companies to find best-in-class products that are right for you.
For more information on Insurance-based Investments, contact CDSPI Investment Advisory Services.
View our educational articles to learn more on insurance-based investing.