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Home
Our Services
Our Services
Discretionary Portfolio Management
Our Process
Our Team
Our Thoughts
Our Clients
Our Clients
Established Investors
Female Investors
Young Professionals
Resources
Our Partners Video Series
Analyst Video Series
Tax Planning Strategies
Financial Planning
Estate Planning
Managing Your Wealth
Hours of Operation
Contact Us
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Home
Our Services
Our Services
Discretionary Portfolio Management
Our Process
Our Team
Our Thoughts
Our Clients
Our Clients
Established Investors
Female Investors
Young Professionals
Resources
Our Partners Video Series
Analyst Video Series
Tax Planning Strategies
Financial Planning
Estate Planning
Managing Your Wealth
Hours of Operation
Contact Us
Book A Meeting
Estate Planning
Importance of Estate Planning
You have devoted yourself to providing for your family and saving for a comfortable retirement, but have you also planned for what would happen if you were no longer around to take care of things or if you became incapacitated? While there are a number of legitimate reasons for avoiding the issue – ranging from “I don’t have time” to “it’s a difficult topic to think about” – estate planning is too important to ignore.
Importance of Estate Planning
Estate Information Organizer
Estate Planning for Women
Nadia runs a successful consulting business in downtown Calgary. It struggled a bit during the pandemic, but is rebounding nicely. Recently divorced, Nadia lives with her three school-aged children and is also a part-time caregiver to her ailing mother who lost her husband to cancer three years ago.
Estate Planning for Women
Top 10 Reasons to Consider a Corporate Executor
Choosing the right Executor is a very important step in the estate planning process.
Top 10 Reasons to Consider a Corporate Executor