• Phone: 306-780-9700
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  • Home
  • What We Do
  • Meet Our Team
  • Our Clients
  • Learn More
    Managed Portfolio Account Meridian Portfolio Account Estate Planning Planning for your Future 360 Degree Wealth Solutions
  • Publications
  • Contact Us
  • Home
  • What We Do
  • Meet Our Team
  • Our Clients
  • Learn More
    • Managed Portfolio Account
    • Meridian Portfolio Account
    • Estate Planning
    • Planning for your Future
    • 360 Degree Wealth Solutions
  • Publications
  • Contact Us

Estate Planning

Estate Planning

 

The following articles provide information on Estate preservation planning:

 

A Guide to Granting Powers of Attorney
 
The Why and When of Wills
 
Probate Fees and Taxes
 
Joint Ownership of Property: Pros & Cons
 
Your Plan for the Family Vacation Property
 
US Estate Tax for Canadians
 
Is It Wise to Make Gifts to Adult Children?
 
A Case Study on Trusts for a Surviving Spouse
 
Trusts for Protection and Tax Savings
 
Caretaker and Incentive Trusts for Adult Children
 
Trust Planning for the Disabled
 
 

Email: mark.macnaughton@nbpcd.com
1171-2103-11th Ave. Regina, Saskatchewan S4P 3Z8

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Mark MacNaughton, CIM

Senior Investment Advisor, Portfolio Manager

Tel: (306) 780-9700

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Steve Matthews, CIM

Senior Investment Advisor, Portfolio Manager

Tel: (306)-780-9710

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Shane MacNaughton, CIM

Investment Advisor, Portfolio Manager

Tel: (306)-780-9736

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Glenda Winter

Administration Associate

Tel: (306)-780-9729

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Branch Address

2103-11th Ave.

Suite 1171

Regina, SK

S4P 3Z8

Bank of Montreal - Rochdale and Vanstone

3891 Rochdale Blvd.

Regina, Saskatchewan

S4X 0P9

Bank of Montreal -Yorkton

15 Broadway St E

Yorkton, Saskatchewan

S3N 0K2

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