Your estate plan will serve as a road map to guide others in handling your affairs and finances after you die. Preparing an estate plan now will help to protect your family's financial well-being.
Things That Will be Covered -
-
Taking the First Steps
Begin your estate plan by setting your priorities.
-
Making Decisions
Making funeral arrangements, Organ Donation, Power of Attorney.
-
Taking Care of Your Business
Business owners have special needs that must be addressed in estate planning.
-
Providing for Survivors
Proper planning can help you provide for your family.
-
Making Arrangements
It's up to you to help prepare family members for your death.
-
Minimizing Taxes
An estate plan can help you reduce taxes.
-
Completing Your Plan
Do you have Life, Disability, and Critical Illness insurance?
-
We also offer RETIREMENT PLANNING
A good strategy will carry you right through retirement - confident in the knowledge that your finances will last you for a lifetime.
-
and INSURANCE SERVICES.
Offering the lowest premiums possible through Cannex� - providing data and information services to the financial services industries in Canada since 1983.