Estate and Financial Planning

Estate and Financial Planning I am a legal assistant and have recently started my own business. I specialize in estate and financ No income is too small to plan for the future!

In society today it is NEVER too early to plan for the future or set up a Will to keep your family protected in case of unforeseen circumstances. What most people don't know is that without proper planning a lot of their assets can be taxable upon death. With proper planning this can be avoided. Estate Services Provided:
Wills
Enduring Power of Attorney
Personal Directive
Statement of Intent and D

irection
Assistance with Probate of an Estate

Financial Planning Services:

Financial Planning
Life Insurance
Disability Insurance
Critical Illness Insurance
Medical Insurance
Home/Auto Insurance
TFSA set up
Segregated Funds
RRSP & RESP's

Address

New Brighton
Calgary, AB
T2Z1G9

Opening Hours

Monday 9am - 9pm
Tuesday 9am - 9pm
Wednesday 9am - 9pm
Thursday 9am - 9pm
Friday 9am - 9pm
Saturday 9am - 9pm
Sunday 9am - 9pm

Telephone

403-589-6796

Website

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