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Estate Planning

Do you have a plan in place to protect your legacy? Most people believe estate planning is only for the wealthy. In fact, the purpose of estate planning is to ensure your finances are arranged in a way that allow your assets to be passed to your heirs as quickly as possible. Every year, many Canadians dies without a will. This means that the province takes control of the estate to decide how the assets are to be distributed. Even for smaller estates, the costs and delays of probate can have devastating consequences.

Services

Mutual Funds

These are market-based investments, managed by professionals, which are designed for long term investing due to their fluctuating values.

Segregated Funds

Like mutual funds, these are market-based investments. Money is pooled and invested in stocks, bonds or other securities with the goal of increasing the value of the entire pool.

Tax-advantaged Savings Plans

Government designed programs to boost your savings with tax breaks and incentives.

Retirement Planning

The #1 financial goal of most Canadians. One important element of retirement planning is understanding Canada Pension Plan (CPP) and Old Age Security (OAS).

Estate Planning

The purpose of estate planning is to ensure your finances are arranged in a way that allow your assets to be passed to your heirs as quickly as possible.

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