Estate planning is not just for the ultra-wealthy.
The fact is that real money will be left behind after your passing. You worked hard for that money. Shouldn’t it go to those you love or to a charity that shares your values? Make sure your money goes where you want it to be.
If you don’t plan carefully, your estate can be taxed away.
Wills
A will is a written document, properly signed, which: (1)specifies who is to administer the estate (the executor), (2) specifies what is to happen with the assets and liabilities …
Letter of Direction
Broadly speaking a letter of direction is any letter that gives instruction and guidance to a recipient. Letters of direction are also common in situations when somebody has…
Power of Attorney
What if you were in a coma, or otherwise incapacitated such that you were unable to communicate? Or struck with a disease or other tragedy which affected…
Life Insurance
With Permanent Life you have the ability to change your coverage, deposits and investment choices in response to your changing needs, conditions, or circumstances. Deposits are…
Estate Planning
Many people assume that estate planning is only for the wealthy. So, it must come as a shock to the families of all the Canadians who die every year without a will …
Tax Planning
Taxes are a fact of life. They affect every Canadian in most aspects of their lives. Whether it’s earning an income, making a purchase, owning real property, investing, running a …
HOW I CAN HELP
HOW WE HELP
Without barely a moment’s thought, you would…
Do you ever feel like life is too automated? Maybe…
You have worked all your life and saved for…
After years of living the “rat race”, you are looking…
First you were putting on their diapers. Then you…
About Us
We serve individuals, families and businesses in the Calgary area. Our primary goal is to help each client meet their unique financial goals. We are never satisfied until you are.
Free Consultation
