Your finances are as important as your personal care. Whether you have recently left the workforce or have been enjoying retirement for many years, it is important to ensure your finances are in order and your assets are in the right hands.
Financial Recovery and NOT going bankrupt is a very real option for most people. We have over 60 years of combined trustee experience in Manitoba to guide you. We have helped many people settle debts owing to Canada Revenue Agency (Revenue Canada).
Contact us for a FREE assessment – let’s start the process today.
Finances, Investments & Insurance
If you’re aged 50 or older, chances are you’ve either already retired or are thinking of retiring. Insurance can help supplement your retirement income, and help you leave a tax-free legacy.
If your benefits end when you retire, we offer additional health and dental insurance coverage.
It is important to have a Will, Power of Attorney and Health Care Directive as well as being able to identify applicable Income Tax issues.
Have you thought about gifting to your children, including when to gift, how to gift and what to gift?
Selling your principle residence helps smooth the transition to a more carefree and organized retirement.
Estate planning; Don’t let your children be in charge!
Make the decisions while you still can and are able to deal fairly with complex family dynamics.
I want to leave a legacy not a burden! Steps to smoothing the transition of responsibilities and estate assets to your loved ones.
Disability Tax Credit
Chances are that you or someone you know will be affected by disability at some point in life. The Disability Tax Credit reduces the amount of income tax paid by eligible individuals with a disability or individuals who support them. You may be eligible to receive up to ten years of retroactive tax credits.
Mortgage Broker Services
The mortgage process can be intimidating for homeowners, and some financial institutions don't make the process any easier.
Many Seniors wonder how they can access the equity in their home, we are here to assist with this