Estate & Legacy Planning
Estate planning involves organizing your affairs to ensure a smooth transfer of assets upon your death. A financial advisor can play a crucial role in estate planning by providing expertise in investment strategies, tax implications and wealth preservation. I can help you assess your financial situation, guide you in setting specific goals for your estate, and recommend appropriate strategies to maximize your assets for future generations. A comprehensive and well-coordinated estate plan can be tailored to your financial objectives. Even for smaller estates, the costs and delays of probate can have devastating consequences. Once the estate plan has been finalized, a will can be drafted.
Net Worth Review
The value of your personal net worth experiences fluctuations over time, influenced by factors like your life phase, market conditions, real estate dynamics, and the natural ups and downs of daily life. While your net worth is quantified at a particular juncture, it is beneficial to periodically refresh and evaluate it. This practice serves as a valuable tool to gauge your advancements and ascertain the continued alignment of your comprehensive financial strategy. I am fully equipped to help you figure out the desired distribution of your estate, and implement strategies to realize your intentions.
Executor Consulting
I offer guidance to executors regarding estate procedures and administration, ensuring compliance with tax filing deadlines. Whether an estate is intricate and demands the management of a professional trust company, or it is straightforward and uncomplicated, I stand ready to assist across the entire spectrum of estate scenarios. Let us provide you with timely information to fulfill your obligations. You have been entrusted to look after someone’s assets and life affairs, not necessarily to do them yourself.
Nic Tustin, BA Econ
I used my experience from BMO, Canada Life, Edward Jones, Sunlife and TD to create apps to help investors pay fewer fees and income tax. I bring my experience from working at a variety of financial institutions to provide you with unbiased recommendations. I primarily focus on tactical asset allocation by actively balancing portfolios to reduce market risk. I create diversified portfolios based on algorithms. Less guesswork and more structure when it comes to investing will help you reach your targeted retirement goals.