Estate Freeze
An estate freeze can be an integral part of your estate planning strategy. The purpose of an estate freeze is to transfer any future increase in your business's value (generally shares) that you own to someone else.
Keep up to date with the latest news and helpful websites that share important information related to your business and personal financial needs.
604-596-7188
info@creststonewealth.com
210 – 5455 152nd St
Surrey, BC
V3S 5A5
250-860-8389
info@creststonewealth.com
1100-1631 Dickson Ave
Kelowna, BC
V1Y 0B5
Creststone Wealth is a financial planning, investing + insurance firm located in British Columbia, serving clients across Canada.
Insurance products, including segregated fund policies and health insurance are offered through Creststone Wealth, and Investment Representatives Stephen Cameron, Gail Winzoski, Rochelle Noren, Terry Sorensen and Bharpur Singh Gill offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.
Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.