Financial Services
Building Your Legacy
We help Canadian families who are considering or are faced with life transitions to organize, structure and protect their finances now and through generations. Life transitions involve significant changes in roles, responsibilities, and routines, requiring you and your family to adapt to new circumstances. We have been there and we help these families because we are one of these families.
We also provide mortgages, banking and lending solutions.
Our Client Families
What Our Clients Can Expect When Working With Us
When you work with us, we will first determine what is important to you. Do you want to help your family financially or are you worried about life transitions? Or maybe both or maybe something else? With every client we do an inventory and review your situation so that we can build you a plan that works not only for your today, but for your children and your grandchildren’s tomorrows. Whatever your situation, we can help. A healthy financial situation can bring happiness to your life and peace of mind for your family.
If appropriate, you will have your wills updated (or created), Powers of Attorney will be put in place for your care and to maintain your financial obligations. Your beneficiaries will be reviewed and updated, if needed. Your finances will be organized, structured and protected. You, your family and your executor will know exactly what you want and how to do it.
The estate and personal care organizer securely delivers all necessary information safely into the hands of your family or trusted executor. The Estate Organizer is a directory of all your wishes, assets and liabilities in one organized portfolio.
Here is an example of the documents that will be found in your Estate and Personal Care Organizer:
- Wills Power of Attorneys
- Life Insurance/Critical Illness and Disability Insurance documents
- Investments, RRSPs, RRIFs, TFSAs, LIFs, LIRAs, RESPs and Non-Registered Investments
- Bank Account Information
- Land Ownership Documents
- Mortgages, Loans and Credit Card Documents
- Funeral instructions
- Important Contact Information – Financial Advisor, Accountant, Insurance Agent, Lawyer, Funeral Director, etc.
- Intellectual passwords (Facebook, social media, linked in, etc..)
- And much more…
Whether you want to help your grandchildren build a financial foundation for the future, you want to start your children’s inheritance early or you (or a family member) need some help with your personal care and estate plans, a healthy financial situation can bring happiness to your life.
LET'S GET STARTED
Your family will thank you.
It has never been easier to get your estate and personal care plans organized! We can even store the plan and instructions for you. Find out how we can help you today.