Estate Planning



A good estate plan will include a will, a plan to...

  • avoid paying too much tax on capital gains and/or a cottage,
  • seek to avoid probate,
  • pay off debts,

...and it may include

preparing to meet certain family income needs.

Estate planning often includes…

detailed life insurance planning.

Also because life insurance is designed to pay out a benefit upon the decease of one whose estate is about to wind down. I can help you design an estate plan just right for you.

Canfin Financial Group offers both personal and business solutions to insure your capital assets and income.

Business Insurance options:

· Buy/Sell agreements
· Key Person insurance
· Business disability insurance
· Business/office overhead
· Collateral loan insurance

Personal Insurance options for you and those you love:

· Segregated Funds offering Insured Capital Guarantees
· Life Insurance
· Critical Illness Insurance
· Long term care insurance
· Estate Preservation