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“When your health is on the line, you stop worrying about saving money. It’s your life you're trying to save.”

Barry Stein interview, 2002

Estate Planning and Risk Management

Many Canadians spend a lifetime working to accumulate assets without making any effort to protect their investments. In the event of death and/or disability, consequences may occur which could have been avoided with the proper planning. This area of planning is weak for most and in some cases ignored entirely.

We have developed the Risk Management Review that identifies all the risks in reaching your financial goals.

Our team will help to identify the risks to the achievement of your long-term goals.  We will then assist you to determine financial solutions to address each risk in the most cost effective manner.

Estate planning need not be complicated or expensive, but should always be addressed.

Contact your Financial Advisor directly for more information.

Disclaimer: The information contained herein is for AB, BC, MB, NB, NS, NL, ON, PEI, QC and SK residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.