Estate Planning

Ensure that your wishes are carried out and your loved ones are cared for.

FiduSure’s Financial Compass will help make a sensitive topic easier to understand and discuss. Preparing plans for your estate is essential to avoid the unnecessary involvement of the government and ensure that your loved ones are cared for.

The FiduSure team will safeguard the transition of wealth after you have passed away and make sure that it’s tax-efficient. We will work with you to create a Will and Power of Attorney, or can review your current documents to verify that they still follow your wishes.

Working on your plan today will mean you have peace of mind tomorrow.

*Segregated funds, GIC’s and insurance provided through Carte Risk Management Inc.

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The FiduSure Financial Compass

Financial Education

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Budgeting

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Risk Management

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Tax Planning

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Investment Planning

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Estate Planning

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5 Retirement Mistakes You Need to Know Today

Download this free PDF to learn how to avoid these simple and potentially devastating mistakes Canadians make every day.