Estate Planning and Retirement Products

Services Available

  • Economic overview to define objectives
  • Define time horizon and lifestyle activities
  • Risk assessment
  • Project and calculate current savings, consider tax issues
  • Investment mix and diversification plan
  • Integration and distribution of all assets/income to achieve an individuals objectives
  • Review government and pension programs

Estate Planning

  • Tax and estate planning group provides specialized information to clients and their professional advisors
  • Understands law, life insurance and accounting risk assessment
  • Is partners with our organization on complex tax and estate planning situations
  • Provides additional tools and resources to help our clients navigate a course and reach their financial goals

Products: Segregated Funds, Guaranteed Life Income Plans, GIC’s, Annuities, Term Deposits, Travel insurance

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