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Jonathan Batch
Sharon Tingley
Tric Daer

Toll Free: 800-265-4195
Tel: 519-646-3009

Address
255 Queens Ave.
Suite 1900
London, ON
N6A 5R8
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Estate Planning

Estate planning can play a crucial role in ensuring that you have greater control of your assets during your lifetime. It can also help maximize and preserve assets from unnecessary legal and tax costs, enhance provisions for your family and future generations, and ensure that your assets will be distributed according to your wishes. I, along with an Estate and Insurance Advisor*, can review your present situation, establish your objectives and concerns, identify potential problems or risks, examine and calculate tax consequences, develop and implement strategies, co-ordinate with other advisors and monitor and update your plan as needed.