Patrick Barrette, CFP, CIM, FMA

Investment Advisor & Financial Planner

Tel: 250-277-1076
Fax: 250-614-4256
Toll Free: 888-880-3380

Address

BMO Nesbitt Burns
1445 West Central Street
Prince George, BC
V2M 5S5
Map

Contact Me

Estate & Succession Planning

Estate & Succession Planning

Insurance Considerations for Business Owners and Incorporated Professionals

Insurance is generally thought of as a risk management tool; however, as a business owner or incorporated professional, insurance can provide multiple benefits, including the potential for significant tax savings. This article looks at three insurance strategies that can be implemented into your financial plan to supplement your retirement savings, help protect your business, and help you maximize the value of your estate.

Philanthropy and Giving Back - Your Giving Strategy

Your charitable giving may include cash donations made in response to a specific request, a donation of your time or ongoing financial support through a pre-authorized donation plan. However, if you’d like to be more strategic with your gifting, consider incorporating charitable giving into your wealth management plan. A formalized giving strategy can be much more fulfilling, provides an opportunity to leave a legacy and offers some very attractive tax incentives.

Estate planning for complex family dynamics

Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.