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Karen O'Coin
Krista Hann
Scott Walker
Lindsay Chalmers

Tel: 705-326-0891
Toll Free: 877-296-6956

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