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      • Home
      • What We Do
      • Meet Our Team
      • Our Clients
      • Learn More
        • Managed Portfolio Account
        • Meridian Portfolio Account
        • Estate Planning
        • Planning for your Future
        • 360 Degree Wealth Solutions
      • Publications
      • Contact Us
       BMO Nesbitt Burns logo
      • Home
      • What We Do
      • Meet Our Team
      • Our Clients
      • Learn More
        • Managed Portfolio Account
        • Meridian Portfolio Account
        • Estate Planning
        • Planning for your Future
        • 360 Degree Wealth Solutions
      • Publications
      • Contact Us
      • Client Login

      Estate Planning

      Estate Planning

       

      The following articles provide information on Estate preservation planning:

       

      A Guide to Granting Powers of Attorney
       
      The Why and When of Wills
       
      Probate Fees and Taxes
       
      Joint Ownership of Property: Pros & Cons
       
      Your Plan for the Family Vacation Property
       
      US Estate Tax for Canadians
       
      Is It Wise to Make Gifts to Adult Children?
       
      A Case Study on Trusts for a Surviving Spouse
       
      Trusts for Protection and Tax Savings
       
      Caretaker and Incentive Trusts for Adult Children
       
      Trust Planning for the Disabled
       
       

      Email: shane.macnaughton@nbpcd.com
      1171-2103-11th Ave. Regina, Saskatchewan S4P 3Z8

      Shane MacNaughton
      Investment Advisor, Portfolio Manager
      shane.macnaughton@nbpcd.com
      Phone: 306-780-9736
      Mark MacNaughton
      Senior Investment Advisor, Portfolio Manager
      mark.macnaughton@nbpcd.com
      Phone: 306-780-9700
      Glenda Winter
      Associate
      Glenda.winter@nbpcd.com
      Phone: 306-780-9729
      Daria Zapisotska
      Administrative Assistant
      daria.zapisotska@bmo.com
      Phone: 306-780-9727

      logo

      Shane MacNaughton

      Investment Advisor, Portfolio Manager

      Phone 306-780-9736

      Email icon Linkedin icon Facebook icon Twitter icon

       

      Mark MacNaughton

      Senior Investment Advisor, Portfolio Manager

      Phone 306-780-9700

      Email icon Linkedin icon Facebook icon Twitter icon

       

      Glenda Winter

      Associate

      Phone 306-780-9729

      Email icon Linkedin icon Facebook icon Twitter icon

       

      Daria Zapisotska

      Administrative Assistant

      Phone 306-780-9727

      Email icon Linkedin icon Facebook icon Twitter icon

       

       

       

       

       

       

       

      Branch Address

      1171-2103-11th Ave., Regina, Saskatchewan, S4P 3Z8

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