Many people think Estate Planning can be left until your retirement, but it makes sense to give it some thought beforehand as part of your ongoing Financial Planning.
Recent research* shows that the single biggest mistake people make in Estate Planning is not engaging with their adviser until it’s too late.
By putting your estate plan in place early, you can take advantage of tax planning strategies that deliver the best results when they are set up well in advance.
By talking to us sooner rather than later, we will be able to suggest the best solutions to meet your needs and preserve your wealth.
*Canada Life, 2019
Read more about passing on your wealth