Estate Planning Preserve and Grow Your Wealth with SGA Wealth
Helping you plan a bright future!
Services offered by SGA Wealth
Wealth Management
Retirement Planning
Retirement Planning
SGA Wealth offers personalized wealth management services tailored to meet individual financial needs. Wealth management is essential for everyone, but each person's circumstances are distinct. Explore how our comprehensive wealth management process can benefit you. Are you on track to meet your retirement goals? Effective retirement planning starts with GTA Wealth. Let us guide you toward achieving the retirement lifestyle you’ve envisioned.
Retirement Planning
Retirement Planning
Retirement Planning
Retirement planning is about much more than just saving money—it's about ensuring financial security, peace of mind, and the ability to enjoy your retirement years the way you’ve always envisioned. At SGA Wealth, we help you create a personalized retirement plan that aligns with your goals, whether it's traveling the world, spending time with family, or simply living comfortably without financial worry. Our approach starts by understanding your current financial situation, income needs, and future aspirations. We then assess factors like inflation, healthcare costs, and life expectancy to ensure you won’t outlive your savings.
Wills and Estate
Retirement Planning
Wills and Estate
At SGA Wealth, we offer comprehensive estate planning services to ensure your assets are protected and transferred according to your wishes. Our experts help you draft primary and secondary wills, allowing you to minimize probate fees and safeguard your wealth for future generations. With personalized strategies, we optimize your estate, reduce unnecessary taxes, and ensure a smooth transition of assets. Plan for the future today and secure your family’s financial well-being with our tailored estate and wealth management solutions.
Tax Services
Intergenerational Wealth Transfer
Wills and Estate
At SGA Wealth, we provide holistic tax planning services, leveraging the expertise of our team of Chartered Accountants and tax lawyers. Our integrated approach ensures that all aspects of your financial situation are carefully analyzed, allowing us to create customized strategies that minimize taxes while maximizing wealth. Whether you're an individual, a business owner, or part of a family trust, we focus on optimizing tax efficiency, planning for the future, and ensuring compliance with tax regulations. With a deep understanding of tax law and accounting, we help you navigate complex tax challenges, preserve your wealth, and achieve long-term financial success.
Family Trust and Estate Planning
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
A family trust is a powerful tool for estate and wealth planning, offering flexibility, tax advantages, and protection of assets. At SGA Wealth, we help individuals and families set up family trusts as part of their long-term wealth management strategy.
A family trust allows you to transfer assets into a trust to be managed for the benefit of your family members or beneficiaries. It’s particularly useful for Protecting assets ( safeguard your wealth from creditors, divorce, or lawsuits), Tax planning ( minimize tax liabilities by shifting income to lower-income family members), Succession planning ( ensure the smooth transfer of assets to future generations without the need for probate), Control over asset distribution( retain control over how and when assets are distributed to beneficiaries, such as children or grandchildren)
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Intergenerational wealth transfer is the process of passing assets, investments, and family wealth from one generation to the next. At SGA Wealth, we specialize in helping families develop comprehensive strategies to ensure a smooth and efficient transfer of wealth while preserving the family’s financial legacy. This include Tax-efficient strategies (we help minimize taxes through tools such as trusts, gifting strategies, and family foundations to reduce the tax burden on your heirs), Estate and succession planning ( we ensure that your estate plan reflects your wishes for the distribution of assets, and we implement primary and secondary wills to reduce probate fees, Education and preparation ( it’s important to prepare heirs to manage wealth responsibly through financial education and structured inheritances, Philanthropy ( many families also incorporate charitable giving into their wealth transfer plan to leave a lasting legacy)
Our Team
- Sumit Garg , CPA, CA, LLB., Barrister and Solicitor, LLQP
- Sristy Garg, M.Com, LLQP