Can Wealth Financial Service

Focusing on an estate preservation plan will ensure your wealth is protected from income tax and probate taxation upon death. Have you listed named beneficiaries on all of your registered investment plans? If you have not listed beneficiaries or have named your estate as beneficiary, upon death, your investment plan will be cashed and the proceeds will be added to your estate and subjected to probate tax.

If the unforeseen tragedy of death strikes close to home, would your family be able to locate everything required at a moment's notice? We prefer not to consider such matters but the reality is that life is extremely fragile. Your loved ones deserve to celebrate life instead of dwelling on pain and worrying about complications resulting from their loss.

The Canadian Initiative for Elder Planning Studies believes that working with the maturing client involves a "total needs approach". These needs evolve from an individual's wage-earning years and continue to change as you move through elder life.

Our Elder Planning Counselor "EPC" curriculum is a comprehensive Education Program designed to recognize these needs and provide North America's elder citizens with the essential knowledge and tools that are necessary to effectively develop trust and money saving practical solutions.

At all times, I will keep my recommendations for Elders current through continuing professional education. At all times, I will charge a fair and reasonable fee to Elders based on the amount of time and skill required, if I am on a fee for services basis. At all times, I will abide by the letter and spirit of the law or any regulations applicable when interacting with Elders.

All EPC's are professionals who have completed an intensive training course involving the most comprehensive, up-to-date educational content available pertaining to Canada 's elder population. The Education includes the evolving and specialized needs of Canada 's citizens as they age. Nationally recognized, highly regarded educators deliver the educational instruction and content in classroom form.