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Financial Services

Secure your future

Securing the present and the future for entrepreneurs, employees and their families by using a process to help them grow their assets and manage their risk.

ESTATE PLANNING

Our Estate Inventory Portfolio puts all your critical documents in one convenient spot

INSURANCE

Life, Disability and Critical Illness
Group and Health Benefits
Travel Insurance

PRIVATE WEALTH MANAGEMENT

Safety and security for your wealth, increase networth, tax planning

We also provide mortgages, banking and lending solutions.

ESTATES

Estate Inventory Portfolio

When the time comes, make sure your family knows what your wishes are and where they can find everything they need.

If you can’t find it, your family or trusted executor probably can’t either.

The Estate Inventory Portfolio securely delivers all necessary information safely into the hands of your family or trusted executor. The Estate Inventory Portfolio 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 Inventory Portfolio:

  • 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…

It takes less than an hour for the initial appointment. Let us help you ensure your plan is carried out as you intended in an organized Estate Inventory Portfolio.

ESTATE INVENTORY PORTFOLIO

$499

Get your estate in order and easy to execute. Thumbnail drive included for your purposes.