Do you have a structured plan to pass on your wealth?
Building your wealth is only the first step. It is vital that you also make sure it’s secure for future generations. Develop a wealth transfer plan to avoid unnecessary taxes and potential value loss and to give you and your loved ones peace of mind.
Our Generational Wealth Guide provides expert insight to help you:
- Understand the fundamentals of wealth management
- Build a lasting financial legacy
- Minimize tax burdens with smart estate planning
- Prepare your heirs for long-term success
Helping Canadian Families Secure Their Financial Legacy
As I watch my kids grow up, I find myself thinking more about how I should be using my money with their future in mind.
A few years ago, my wife and I began holding quarterly family meetings with our two sons. We discuss our family philosophy and values as well as topics like financial literacy and responsibility. These meetings bring us together with purpose and are just one way we are working toward building our financial legacy.
Through my own experience, and from countless conversations with others, I’ve realized many of us aren’t quite ready to “pass the torch.” Perhaps it’s because we don’t know where to begin. That is the inspiration behind our Generational Wealth Guide.
I often use the phrase, “Nurture the goose that lays the golden eggs.” The Generational Wealth Guide is about that mindset: how to sustain, grow, enjoy, and eventually pass on your wealth in a tax-efficient, intentional way that works for your family.
I hope you find it valuable!
Martin Castellan
Co-Founder & CAO,
Skyline
Discover how private investment products can help you build a lasting legacy
Flip each benefit to learn more:
Stability and
Lower Volatility
Private REITs and renewable infrastructure funds often exhibit less volatility than public market investments, helping you protect your portfolio.
Long-term
Capital Growth
Alternative investments, such as real estate and renewable infrastructure, are historically resilient, offering you potential capital appreciation.
Hedge Against
Inflation
Real, tangible assets, like multi-residential, industrial, and essential retail properties, as well as renewable infrastructure, typically maintain their value and can generate investor income even through high-inflationary times.
Registered-Account
Eligibility
Many private alternative investments are eligible for RRSPs, TFSAs, RRIFs, LIRAs, and other tax-advantaged accounts, allowing you to enjoy tax-deferred growth.
Strengthen your legacy plan with Skyline investments
Skyline private investment products, comprised of professionally managed real estate and renewable infrastructure assets, can offer stability and long-term growth potential. Each fund aims to provide resilient performance and capital appreciation, helping you to protect your wealth for future generations.
Professionally managed multi-residential properties in secondary Canadian markets.
Light industrial properties along major Canadian transportation corridors, with a focus on logistics and industrial warehousing.
Properties in secondary and tertiary Canadian markets, with a focus on ‘everyday essential’ tenants including grocery stores and pharmacies.
Renewable infrastructure assets, including solar and biogas, located across Canada and backed by long-term government contracts.