Skip Navigation

Contact Us

Marc O. Poirier
Julie C. Harris, PFP
Carrie Forrester

Address
1 Central Avenue
Wolfville, NS
B4P 2A7
Map

Estate Planning

Estate and succession planning can help maximize and preserve assets

Steve Tasker, an Estate and Insurance Advisor from BMO Nesbitt Burns Financial Services is a member of our team and is dedicated to providing integrated solutions to our clients' growing asset preservation and income generation needs.

Whether your goal is estate preservation, income replacement, tax minimization or business succession planning, our team can provide you with the insurance solutions best suited to complement your wealth management strategy.