Customized strategies for inheritance, wealth transfer and succession to protect your loved ones. Being in business for myself has also taught me many lessons about being fiscally responsible, and answering to my clients. Doing my due diligence, finding out all the details, and deciding the best course of action given all the facts, isn't the easy way, but it's rewarding when you see the long term results from your efforts.
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I was away for a few years after high school, serving in the military with 1CMBG HQ & Sigs Sqn based in Calgary. Having spent a summer working with the 749 Comm Sqn here in Red Deer while a high school student, it seemed like a good way to give back for the fantastic life I was afforded being born a Canadian, and for having so many opportunities.
For young families, making sure your family is financially protected can be overwhelming, especially since there's so much information floating online. This infographic addresses the importance of insurance- personal insurance. Health: We are so fortunate to live in Canada, where the healthcare system pays for basic healthcare services for Canadian citizens and permanent residents.
When thinking about retirement, it can be overwhelming to figure out all the numbers, like what age you're going to retire, how much money you need and how long do you need the money to last. We've put together an infographic checklist that can help you get started on this. We know this can be a difficult conversation so we're here to help and provide guidance to help you achieve your retirement dreams.
Having a family is a blessing and can also bring a lot of worry. A lot of this worry can stem from not being prepared for a disaster like if something were to happen to you or your spouse. Always choose 2 qualified people for each position and communicate your intentions with them to ensure they're up for the responsibility.
What happens when the children grow up and they are no longer dependent on their parents? Estate planning for mature families and retirees can bring up a number of issues including family dynamics and harmony. One of the most difficult conversations is around fair or equal distribution of assets.
Before you begin putting a plan in place, we always encourage open conversation and a family meeting between the parents and children to provide context behind decisions and therefore it minimizes the surprises and provides an opportunity for children to express their concerns.Fair vs Equal (also known as Equitable vs Equal) - like what's considered to be fair may not necessarily be equal.
Before you begin putting a plan in place, we always encourage open conversation and a family meeting between the parents and children to provide context behind decisions and therefore it minimizes the surprises and provides an opportunity for children to express their concerns.Fair vs Equal (also known as Equitable vs Equal) - like what's considered to be fair may not necessarily be equal.
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