Some clients have complex estate planning situations due to their unique circumstances. This course has given me the tools to better assist executors to understand their role and responsibility when this duty comes into effect. It also highlights the areas I can better advise on strategies to consider (i.e. financial plans to pay less taxes and lower probate fees, just to name a few) while the testator is still alive.
Consider working with a certified financial planner, CFP who has their Certified Executor Advisor, CEA, accreditation. The CFPs six-step financial planning framework combined with a CEAs training can be a blueprint for success.
In addition, Don offers both fee-based or asset based planning engagements.
As a Certified Financial Planner ®, CFP, clients receive a comprehensive written financial plan encompassing the following six areas.
Cash Management Planning
Investment Management Planning
Retirement Income Planning
Risk Management Planning
Once implemented, Don provides regular meetings with you to ensure you are progressing towards your goals.
Let's get together and have a conversation. Planning is all about aligning your assets and goals with your values and beliefs. Upon completion you will have developed a unique plan with solutions that assist you with your goals. I am a life insurance and financial advisor. I now hold the CEA designation. Thru Advocis I am a Chartered Health Specialist (CHS). Thru The Canadian Association of Farm Advisors I hold a CAFA designation. In a busy technical world, I feel sitting down and having a conversation is the best way to determine what is important to you, your family, your business, for today and tomorrow.