Efficient Estate Planning

and how to protect your money

June 21, 2018

April is “Estate Awareness Month”

Okay, maybe not… But it is a severely underrated endeavor because nobody wants to talk about it.   This is why it is so important.

Estate Planning is the process of creating a plan to distribute assets – a plan to take care of the people and things important to you – during your life or upon your death. An estate plan should also include contingency arrangements for the possibility that you may not be able to make decisions at some point in your life, for example, because of a severe injury or medical condition

We’re excited to have our new estate and trust consultant, Patrick Smith come to talk to clients about the simple ways to keep more money in the family, and less to the CRA.

Click here for more info!