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Practical Perspectives on Financial Planning
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Scotia Private Client Group offers practical perspectives on the major wealth management priorities that can help you make decisions to fine-tune your situation. Our series of booklets is designed to provide you with comprehensive background information in an area you may find of particular relevance.
The series includes:
- Practical Perspectives on Estate Planning
- Reviews why and how your estate plan can be integrated with your overall financial strategy. Topics covered include:
- The importance of having a properly prepared and updated Will
- When to consider a Corporate Executor
- If trusts are appropriate for your situation
- Practical Perspectives on Tax Planning
- Reviews how effective tax planning can be used to help build and preserve wealth. Topics covered include:
- Tax planning and your investments
- The role of insurance in tax planning
- The role of trusts in tax planning
- Practical Perspectives on Transitioning into Retirement
- Examines the current retirement reality and what this means to those preparing to move into this lifestage. Topics include:
- Creating a realistic vision of your retirement and life goals
- Ensuring your plan addresses all aspects of retirement income planning
- Determining your legacy to family and important causes
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