Belmont Village Financial Group Estate Estate Planning Wealth Management

Estate Planning

Percentage of people who say it's important to put your final wishes in writing.

Percentage of people who've actually done it.

Having a will is one of the cornerstones of financial and estate planning. By coordinating the contents of your estate documents (wills, power of attorney, etc.) with your current investments and assets, you can ensure that when the time comes, your wealth will be transferred/distributed according to your wishes, in the most tax-efficient manner.

It is estimated that less than 23% of Canadians have a valid will and less than 10% have signed an enduring power-of-attorney document that would protect them if they became incapable of making decisions for themselves.*

When properly structured, an estate plan can reduce the taxes and expenses of your estate, simplify and speed the transition of assets to the next generation and ensure that your beneficiaries are protected.
*Boomer & Echo 2013

Contact us today to discuss your Estate options at 519-744-3020 or email

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