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Estate Planning

estate planning canadaEstate planning is often put off until it is too late.  Imagine that you are suddenly ill or you die. Your partner or your children are not aware of your most recent estate information. 

As your financial advisors, we could be called upon to offer guidance or information to your family in that time of need.

Please put us in a position where we can help!

Free Estate Planning Worksheet

Given that we are all locked down, now is a good opportunity to review our estate plans. We invite you to complete the following worksheet document and send back to us for review at [email protected]                 

All information recorded is always kept confidential.

Estate Planning Helpful Resources

Retiring in 2022? Book A 15-Minute Virtual Consultation!

Chat with Certified Financial Planner, Bruce Youngblud. He can advise you on pensions, retirement planning, tax planning and estate planning. Plan to enjoy retirement to the fullest!