Meet the Team
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333 Bay St.
28th Floor, West Tower
Toronto, Ontario
M5H 2R2
lois.smith@cibc.ca
Tel: 416 594-7967
rodney.falconer@cibc.ca
Tel: 416 956-6248
Toll Free: +1 800 263-3803
Fax: 416 594-7951
Visit our website
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The Value Of Estate Planning
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Most clients already know that financial planning is key to understanding where you are and what you need to meet your financial goals.
But, have you given thought to the value of an estate plan?
Estate planning involves more than simply preparing a Will. An estate plan can help define your legacy, preserve your wealth and provide tax-effective retirement income. Most importantly, it can bring you peace of mind, knowing you have prepared for the financial security of your family.
As a client of the Smith Falconer Financial Group you have access to the expertise of our Estate Planning Specialist, Mitch Singer, who will work with you to create an effective estate plan that focuses on what matters most to you. Since Mitch was called to the Bar in 2000, he has applied his expertise in the financial services industry. After stints with leading life insurance companies, Mitch then helped build and manage one of Canada's Tax and Estate Planning teams as its Assistant Vice President, Tax and Estate Planning.
We work along-side Mitch to establish a comprehensive estate plan that incorporates all aspects of your circumstances to set you and your family on the path to financial comfort.
To learn more about Mitch, please visit our website. To revisit your current estate plan please don't hesitate to contact us. We would be happy to discuss the value of estate planning with you in more detail.
Very best regards,
CIBC Wood Gundy
Smith Falconer Financial Group
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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
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