Financial Planning
Estate Planning
Most often, when we hear of or think about the term, Estate Planning, we immediately think of the wealthy.
However, this is not the case, statistics show that, on average, one the biggest tax that Canadians pay is the Estate Tax. Totalling in the billions, this tax can be minimized with prudent and effective tax planning strategies.
Since none of us know exactly when we will die it is imperative to have a well structured Estate Plan in place, long before it is needed. A well-planned Estate can save your family thousands of dollars!
A basic Estate Plan includes:
  Life Insurance, to provide for your dependents if you die.
  A Will, to provide instructions about disbursements and other important matters.
  Powers of Attorney for Property and Personal Care, so that your spouse or others close to you can manage your affairs and make health care decisions for you in case you become unable to do those things for yourself.
   
To learn more about the program, please give us a call at 416-283-8899 and one of our courteous, knowledgeable representative will be pleased to answer all your questions.