PARTNERS
For families
Couples and parents with a cottage, rental property, RRIF or investments to pass on. We show your family what the estate will owe, then make sure your children are not the ones forced to sell.
Services
The tax on your cottage, rental and RRIF at the second death, and how it gets paid.
Who receives the money, when, and who pays the tax, planned together.
Fair inheritances, the cottage and the conversations to have now.
Provide for your spouse and your children without forcing a choice.
Critical illness, disability and long-term care: protection while you are alive.
A guaranteed amount for the tax, fair inheritances and a lasting legacy.
Own a business? See business owner planning → Most owners need both, and we plan them as one estate.
01
We calculate what your estate would owe at the second death, asset by asset.
02
We help you decide what each child receives and how to explain it.
03
We fund the plan and protect your income while you are alive.
The first call and a preliminary estate tax estimate are both complimentary, with no obligation.
Eagle Wealth Partners
Preserve Wealth. Protect Legacy.
Serving families and business owners across Ontario. Markham, in person and online.
Contact
Sami Majdalani is a licensed life and accident and sickness insurance agent in Ontario. Verify my licence on FSRA’s website. Insurance and segregated fund contracts are placed through HUB Financial, a managing general agency. Eagle Wealth Partners is paid by commission from the insurers whose products clients buy, and may also receive bonuses or other incentives from insurers. A full disclosure of the insurers we represent, how we are paid and any conflicts of interest is available on request.
Segregated fund contracts are individual variable insurance contracts issued by insurance companies. Any amount allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.
Information on this site is general and is not legal, tax or insurance advice for your situation. Planning is implemented with your legal and tax professionals. © 2026 Eagle Wealth Partners Inc.
