Book an Appointment with Our Investment Advisor at PanFinancial Insurance Solutions Today!. At PanFinancial Insurance Solutions, we deliver wealth care strategies to affluent individuals. As leaders in the wealthcare field, we continually strive to ensure excellence in our service. In this pursuit, we created THE WEALTHCARE SOLUTION?
As an Investment and Wealth Management Firm in Toronto, Ontario, we are in the business of working with high net worth professionals or entrepreneurs to provide unique and creative solutions in the areas of Wealth Maximization, Tax Reduction Strategies, and Estate Planning. Founded by our principal, Gordon Berger, our group set its roots in 1985 and built our business on a foundation of integrity, due diligence, and innovation.
As an Investment and Wealth Management Firm in Toronto, Ontario, we are in the business of working with high net worth professionals or entrepreneurs to provide unique and creative solutions in the areas of Wealth Maximization, Tax Reduction Strategies, and Estate Planning. Founded by our principal, Gordon Berger, our group set its roots in 1985 and built our business on a foundation of integrity, due diligence, and innovation.
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Better yet, would you like the financial freedom to invest in your children's future, your retirement, as well as the luxuries of wealth, such as an additional golf club membership? Of course you would. Our tax minimization strategies will reduce your tax burden, saving you a substantial amount of money.
If we could promise you more wealth, would you be interested? What if we created you a tax-free retirement plan and ensured generational wealth for your family? Our Wealth Creation and Estate Preservation Strategies allow you to accomplish all of these things. We invest the capital generated by our tax minimization and tax-efficient structures towards the Wealth Creator and develop you a tax-efficient wealth management plan.
Driven by the pursuit of high-yield, low-risk investments, our group creates our own tax-preferred investment opportunities. Here's how it works. We will meet with you to discuss your financial objectives and perform an analysis on your current financial situation. Not until we have a complete understanding of your needs do we invest your money in tax-preferred investment opportunities, helping you achieve your financial goals.
Gordon Berger and PanFinancial, approached me with a very interesting idea-the use of well-structured life insurance, to create a tax-free Retirement Plan for myself and my partners while also creating significant deductions against income. The plan has been in place for more than 5 years. It has performed extremely well.
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