Top Financial Advisor in GTA | Ontario Estate Planning

Protect Your Legacy with Tailored Estate Planning Solutions

Customized estate planning, life insurance, and tax-efficient strategies for business owners, professionals, and families in the GTA.

What is Estate Planning?

Estate planning is the process of determining how your wealth will be protected, managed, and distributed both during your lifetime and after. It goes beyond drafting a will—it’s about creating a comprehensive strategy that reflects your values, secures your legacy, and supports your loved ones. A well-structured estate plan helps:

Ensure your assets are distributed according to your wishes
Minimize tax liabilities and administrative delays
Prepare for potential incapacity or health-related challenges
Provide clarity and peace of mind for your family

Whether you’re planning for retirement, succession, or charitable giving, a thoughtful estate plan is essential to preserving what you’ve built.
Orooj Financial Group specializes in creating personalized estate planning strategies that align with your financial goals, protect your assets, and ensure your legacy is passed on with intention and care.

"The fastest way to grow your money is to never pay taxes on the income you don’t use"
- John Rockefeller

Organize your finances – Bring order to your money so every dollar has a clear purpose.
Retain your assets – Shield your wealth from taxes, risks, and unnecessary loss.
Optimize your growth – Let your money grow smarter with strategic financial planning.
Oversee your plan – Track, adjust, and manage your goals with expert oversight.
Justify every decision with purpose – Make confident financial choices backed by clarity and intent.
Protection from CRA and Creditors – Safeguard your finances through careful planning and legal structures.