A complete plan will be written up and reviewed with you. Depending on needs identified during the planning process, the plan will include investments, retirement needs, estate planning* and tax planning, along with an action plan for you to follow. We will work with your professionals, such as your lawyer and accountant, to help put the action plan into effect. If you don’t have a professional network, we can refer you to someone who can help you.
* Offered through Canaccord Estate Planning Services Ltd.