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 Canaccord Genuity Corp.

 

 

Insurance and estate planning are offered via Canaccord Genuity Wealth & Estate Planning Services Ltd. (CGWEPSL).

 

Comprehensive financial planning is not complete without assessing your insurance needs, which may differ at every stage of life.

Our insurance partners' top concern is not selling you insurance that you don't need. It's ensuring there are no gaps left in your plan; that your plan is disaster-proof and that achieving your goals isn't left to chance.

Working with all the major insurance carriers in Canada, CGWEPSL has the ability to find the best product for you at the best price.

 

Resources:

Wealth & Estate Planning Case Study 

Life Insurance and Your Estate: A Primer 

Financial Planning & Insurance 

Four Insurance Strategies for High-Net-Worth Investors 

10 Reasons to Stop Putting Off Your Estate Planning 

Is Your Will Up-to-date? 

 

More Estate Planning Resources:

Estate Planning Guide

 

 

Whether planning your own estate, or dealing with someone else's; here are some of the basics.

Estate Inventory

 

 

Take inventory of your financial life. Literally write it down to make it easier for your loved ones to make sense of it all after you pass.

Philanthropy

 

 

Read more about creating your own Donor Advised Fund with Charitable Impact.

Jeff Haggerty, CFP®, CLU, FMA®

Wealth & Estate Planning Specialist

Lucy Davson, QAFP®

Associate, Wealth & Estate Planning Services

Insurance & Estate Planning services are provided via Canaccord Genuity Wealth & Estate Planning Services Ltd. 

 

Contact us to book a meeting now.