Valued Advisor Pathway

Welcome to Westward Advisors’ Valued Advisor Pathway. As Canada’s leading provider of insurance-based tax and estate planning solutions, we have built this site to be your primary industry resource because our mission is to provide exceptional professional services to our advisors. Once you enter the pathway, you will have privileged access to a wide range of information resources. Take a few moments to explore our state of the art virtual libraries, where you will find a variety of resource materials that reveal Westward’s solution-oriented approach to tax and estate planning.

The Westward library is a virtual goldmine of information that will enable you to familiarize yourself with Westward’s systems and processes in order to strengthen your relationships with clients who are in need of insurance-based estate-planning solutions. You can sit back and watch our dynamic multimedia presentations-including our signature Valued Advisor presentation-right from the comfort of your office. You will have access to an array of Westward’s unique strategies, which include frequently asked questions, implementation guidelines, summary & wind-up schedules and annual reviews. You can stay connected to Westward by reading our internal newsletters and news releases. You will also have access to Westward’s coveted tax opinion letters. Review the information at your leisure- it is our goal to provide our Valued Advisors with the most relevant and decisive insurance-based tax and estate planning information available.

The Industry library contains several external articles that focus on the benefits of applying insurance-based tax and estate planning strategies. The industry library contains a compilation of the most advanced insurance and estate planning financial articles available. The articles are a must- read for advisors who are considering recommending Westward’s processes and strategies to clients. Some examples include “Planning strategies for business owners”; Enhanced wealth transfer programs”; “Charitable estate planning”; and “Planting the seeds of security with life insurance”. We have also built an abstract section to help you with reading selection where you can view summaries of the main points of each article. The articles are drawn from a wide range of international news sources, and we are confident our Valued Advisors will find this an easy reference resource for anyone who is looking to expand his or her insurance planning knowledge base.

This site is “live”, which means it is not only interactive, but is also constantly being updated with new information and resources as they become available. We have designed our Valued Advisor Pathway to be uniquely user-oriented. There is nothing you will have to download or ‘plug-in’- it is all done for you. All the information is available right at your fingertips. We hope you stay a while to browse and enjoy, and if you have any questions, please do not hesitate to contact us.