When many Canadians think of estate planning, they think only of a Will. There’s much more to consider. This step-by-step process will take you through effective estate planning.
Benefits of estate planning
…in the present and in the future. Most importantly, estate planning is about the life of your family and loved ones – and the peace of mind you get from helping to preserve their financial security.
Alex was a 68-year old retiree living in Toronto and the father of two adult sons: Carl, owner of a successful computer business in Guelph; and Pete, who worked for a landscaping company in Toronto.
Three locations for your insurance needs:
Tel: (306) 233-5330
Box 249, #78 HWY 2
Wakaw, SK S0K 4P0 Canada
Fax: (306) 233-4411
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Tel: (306) 369-2390
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