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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… Read more »
Area serviced: Kingston, ON; Belleville, ON; Brockville, ON; Gananoque, ON
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… Read more »
Area serviced: Kincardine, ON