Estate And Financial Planning

I am a legal assistant and have recently started my own business. I specialize in estate and financial planning for people of all income levels

No income is too small to plan for the future!

In society today it is NEVER too early to plan for the future or set up a Will to keep your family protected in case of unforeseen circumstances.

What most people don't know is that without proper planning a lot of their assets can be taxable upon death. With proper planning this can be avoided.

Estate Services Provided:
Wills
Enduring Power of Attorney
Personal Directive
Statement of Intent and Direction
Assistance with Probate of an Estate

Financial Planning Services:

Financial Planning
Life Insurance
Disability Insurance
Critical Illness Insurance
Medical Insurance
Home /Auto Insurance
TFSA set up
Segregated Funds
RRSP & RESP's