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June 2014 e-Update |
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The Value Of Estate Planning
Most clients already know that financial planning is key to understanding where you are and what you need to meet all 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.
If you missed it in our May e-Update, you can read or download from our website "A 10-Step Guide to an Effective Estate Plan" by Jamie Golombek.
As a client of the Smith Falconer Financial Group you have access to the expertise of our Estate Planning Specialist, Michael Saron, who will work with you to create an effective estate plan that focuses on what matters to you.
We work along-side Michael, to establish a comprehensive financial and estate plan that incorporates all aspects of your circumstances to set you and your family on the path to financial success.
To learn more about Michael please visit our website. To explore 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,
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. Lois Smith and Rodney Falconer are Investment Advisors with CIBC Wood Gundy in Toronto, Ontario.
The views of Lois Smith and Rodney Falconer do not necessarily reflect those of
CIBC World Markets Inc. |
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