Insurance Options to Protect Your Generational Wealth

Letitia is a real estate investor and a wealth preservation strategist. She has realized that her knowledge and license in financial services would be able to bring value to real estate investors. She educates them on how they can protect their real estate portfolio from risks both during their lifetime and when it comes down to passing on their estate to the next generation.

Guest: Letitia Montana, Real Estate Investor & Wealth Preservation Strategist

Letitia is a real estate investor and a wealth preservation strategist. She has realized that her knowledge and license in financial services would be able to bring value to real estate investors. She educates them on how they can protect their real estate portfolio from risks both during their lifetime and when it comes down to passing on their estate to the next generation.

For the past few years, Letitia has been developing herself in the world of real estate investing by belonging to groups such as Durham REI, Real Estate Network Toronto, the Thornhill Wealth Forum, and Stilettos & Hammer.; She has also completed seminars with Keyspire and CommercialAcademy.com.

Letitia started her investing journey with a flip project in the Mississauga area in order to supplement her income. However, she felt that it was very time consuming so her next property ended up being a buy and hold. She held onto that property for 5 years, though dealt with tenant issues throughout the term. Consequently, she wants the next property to be in the multi-unit space.

Letitia is a mother to her 4-year-old son and is actively pursuing multiple designations.   

In this episode learn about:

– Taxation
– Different types of life insurance
– Insurance criteria and coverage
– Joint venture partnership and strategies to protect them

 

To get in touch with Letitia:
Website: mavenwealth.ca
Email: info@mavenwealth.ca
Phone Number: 647.406.3716