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Lori Gordon, CFP, CIM, FCSI
Lesley Olsen
Magnus Aaserud, CPA, CA, CFP
Sarah King, BComm Fin, PFP

Tel: 250-490-2902

BMO Nesbitt Burns
195 Main Street
Penticton, BC
V2A 6K1

Estate & Succession Planning

Estate & Succession Planning
Estate Information Organizer
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property