Improving Your Financial Knowledge
Family Wealth Management Guide – 10 strategies that can help you protect your assets, reduce taxes and plan for retirement.
Family Inventory – Helping you gather a comprehensive list of all information pertaining to your family’s current financial status.
Income Splitting Checklist - If you have a spouse who earns less income than you or children with little to no income, then you may want to consider an income splitting strategy.
Retirement Checklist – Getting close or have just recently retired? There are many financial details that you need to address.
Canada & Quebec Pension Plans - Understanding the government income that may be available to you in retirement
Estate Planning Guide – Providing an overview of the estate planning process and address the main elements of an estate plan.
Executor/Liquidator Kit for Settling an Estate – An easy-to-follow reference guide that will help you through the various steps involved in the estate settlement process.
The Business Owner's Guide to Wealth Management – Explores a range of subjects unique to business owners, from consideration of the best structure for your business, to development of a succession plan.
Private Investment Management Overview – To help you delegate the management of your financial affairs with confidence.
For more information on our resources, or to schedule a consultation with Reynar Keane & Associates Wealth Management, please contact us today.
