Here are some of the areas that we can help you ... all are an important part of your family's financial plan.
- Pension review
- CPP calculator (knowing how much you could receive)
- Will you have enough income to live out the retirement you envision?
- Annuties (a good option for you?)
- Funeral arrangement
- Naming an executor
- Ensuring beneficiary designations on all policies are listed as desired
- POA's a will up to date
- Representation agreement