Posts Taged estate-planning

Can I retire?

From the desk of Erin Gendron... At the beginning of the year, over 1500 randomly selected Canadians were polled on their retirement goals and expectations. How do your retirement goals and savings stack up against these findings? Not quite sure if you’re on track? Read on and let us help! 4 Practical tips to help you [...]
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No Will? No Way!

Dying without a will is described by the term INTESTATE. When one dies without a will, the laws of the province in which they live, determine how their estate is distributed. Not very often does this provincial ‘plan’ mirror an individual’s actual wishes. Having no will (intestacy) also means a lengthy delay in settling the […]

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Did You Know? – Wills and Powers of Attorney

Fraser Vandermeer Asset Managment is pleased to offer our clients Wills and Powers of Attorney preparation services. Too many Canadians die intestate, leaving the Government to determine the distribution of their estate. And Governments charge to do that work! Lingering illnessand loss of function also invite the Public Guardian to function for matters of health […]

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Tax Talk ~ Federal Budget 2011

Today’s email gives you an overview of yesterdays Federal Budget. However, as we’re all aware, this budget may not survive the political process and so may not actually come to pass. Nonetheless, this budget has several items that could affect your financial plan or present additional opportunities. In case you haven’t had a chance to […]

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