Corner Financial Partners
Bill - Gord - Mike - Clint
Safeguarding your family’s financial future
Estate Planning
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Do you have one?
One of the trials that comes with accumulating wealth is figuring out the most tax efficient way to leave it for the ones you love or the things you care about upon your death. Wherever you plan to leave your wealth, a sound estate plan is essential in facilitating the transfer of the wealth and preserving it from various estate settlement fees like taxes, probate and legal costs. When it comes to estate planning, the wealth of resources that we have at our disposal is unrivaled in the industry. Our desire is to give each client the assurance that what they have built will be taken care of, not just in their lifetime but also after. By incorporating several estate planning strategies we keep more of your hard earned savings where they belong, with you and all the things you care for, once you’ve passed.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.
© 2021 CI Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.