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Michael Kuzmaski CFP

Tel: 705-789-6410

Michael Kuzmaski CFP

Address
6 West St. North
4th Floor
Orillia, ON
L3V 5B8
Map

Other Locations

91 King William St
Huntsville, ON
P1H1E5

500 Hwy 118 W
Bracebridge, ON
P1L1T4

Contact Me

Managing Your Wealth
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
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
Planning for the Family Vacation Property
If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.
Economic and Market Updates
Focus
FOCUS: A Weekly Financial Digest