Financial Planner, Portfolio Manager
BMO Nesbitt Burns
606 - 4th Avenue South
Did you know...
*Statistics Canada, Life Expectancy at birth, by sex, 2006 – 2008.
Have You Started to Plan?
Many Canadians are concerned about their financial security in retirement and preserving the value of their estates for the next generation. It's a common and understandable situation.
What's surprising is that so few have taken the time to create an estate plan that can help organize their assets, minimize taxes and pass along their estate in the manner they intend.
The predictable result: excess tax can be paid on retirement assets. When the time comes to settle the estate the value may be substantially diminished. Many people simply have not made estate Preservation a priority.
Just getting started is often the most difficult step you'll take. Once you've made the commitment to get started, you'll find it's far easier than you think. Please consider the following questions.
With proper planning you can ensure that your estate is managed according to your objectives. We will help you to develop answers to these questions - answers which will result in a plan for now and the future.