January 21, 2021

Author: The Link Between

Planning your will and estate can be a complicated but very important process.

It’s crucial that you take the time to really focus on your vision, breaking things down into smaller sections so that it is easier to tackle one piece at a time. You can then work with your Advisor to fine tune your plan and shape your dreams into a reality.

Watch this video, part of our SMART TALK series, to learn more about how will and estate planning can benefit you, your family and your business.

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This blog was prepared by Jason Desaulniers who is a Investment Funds Advisor at Excalibur Executive Planning Inc., a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.