Inherent Wealth - Noreen Gill 806 Old York Rd, Burlington, Ontario, Canada Directions Shepherd Logo: Contact: Noreen Gill, CEO Main: 647-879-4450 Email Website Profile Profile Description: Who we are We are a boutique office located in Burlington, Ontario providing business owners and professionals with strategies to protect what they have built and prepare for the successful transition of wealth to the next generation tax-efficiently. As a collective, our team of professionals bring years of business experience in advanced strategies backed by leaders in insurance, taxation, accounting and wealth management.Our philosophy is founded on the core principles of listening intently, transferring knowledge, and building custom-tailored plans with your team professionals (accounting, tax, legal, investment, estate) resulting in a sound, executable strategy designed to deliver YOUR vision, at the most critical points of your life. Does your family business plan require review? • Do you have a documented plan that achieves your retirement goal? • If you passed away yesterday, will your family and business continue successfully? • Do you know what your tax liability would be in the event of death? Would you like to know? • Do you have a succession plan to ensure your business value is maximized in the event of sale / retirement? • Do your lawyer, accountant, investment advisor, and insurance /estate advisor work in a coordinated manner for you? • Do you have an updated will? Do you know what it says? We Can Help.