Our services make your financial goals a reality

Inter-Generational Estate Strategic Planning

It is considered to be a process that supports customers' economic activity by providing all finance information they need. It is divided into the following three parts:

  • 1. Wealth Accumulation & Wealth Creation

    • Business Development, New Venture, Partnership
    • Real Estate Investments, Funds, Limited Partnership
    • Risk Management though Insurance
  • 2. Wealth Conservation & Tax Planning

    • Incorporating Active and Holding company
    • Setting up Trusts Partnership
    • Estate Freeze
    • RRSP & RESP
    • Retirement Compensation Arrangement(RCA)
    • Corporate Owned Universal Life
    • Investment Loan Strategy
    • Setting up Trusts (ie. Family, Spousal, Henson)
  • 3. Wealth Distribution and Wealth Transfer

    • Wills and Powers of Attorney
    • Retirement Funding
    • Corporate Estate Transfer Strategy
    • Business Succession Planning
    • Insured Retirement Strategy
    • Legacy Bond
    • Family Wealth Transfer
    • Planned Giving

Developmental Business

  • Joint Venture
  • Merging and Acquisition

Business Service

  • Marketing Strategy
  • Business Plan
  • Incorporation
  • Shareholders Agreement
  • Share Structure
  • Financing

Real Estate Development

  • Residential Property
  • Developmental Renovation
  • Property Management

Any questions?

We can answer to any kind of financial-related questions for you. Business Establishment, Investment, Old Age Plan, Insurance, Mortgage and Loan, Real Estate, and Others.

What is new?

  • Korean Website Launched

    Sticky content

    As we have completed the work of restructuring our Korean webpages, you can now continue to enjoy reading and browsing in your language. Up next: Japanese website is coming soon..

  • Agent Training Schedule

    Tuesday, January 31, 10:00 a.m.

    We have a case study on Tuesday, January 31, 2012. This case study highlights marketing ideas, sales strategies, and customer relations tips. Get best results from our case study.

Dealing companies

DY&Partners Inc.| Email us | Address: 220 Duncan Mill Road, Suite 601, Toronto, ON M3B 3J5| Phone: (416) 391-3793|Fax: (416) 391-5639