Estate Planning and Risk Management

Be comfortable with how your personal and business assets will be disposed of and with the tax implications that go with it.  It may be important to make sure you fully understand who will receive your assets and how they will receive them.

 

Insurance

Insurance is the most cost-effective way of managing your risks.  When you buy insurance, you transfer the financial implications of a potential loss to an insurance company in exchange for a fee.

Charitable Gifting

Is giving money to charities of importance to you? If so, it will become important to properly prepare for gifting cash, investments or insurance to ensure the distribution of your gift to worthy recipients is executed in the most tax-efficient manner.

 

Trust Planning

Deciding on how to leave a legacy to your heirs can be a difficult decision.  Having access to trusted legal and tax professionals makes certain that a trust plan is put in place to accommodate your important wishes.

 

Contact Michael for more information on Estate Preparation Services

Disclosure

Mandeville Wealth Services Inc../Mandeville Private Client Inc. and the Winged Lion Design are trademarks of Mandeville Holdings Inc.

Nothing on the website shall be construed as an offer to buy or a solicitation of an offer to buy any services or products. Michael Prittie and Mandeville Private Client Inc. are not registered in all jurisdictions and therefore may not be able to effect transactions on behalf of individuals accessing this website.

This website may contain links to third party websites. Such links are provided solely as a convenience to individuals accessing this website and Michael Prittie, Mandeville Private Client Inc. and Mandeville Insurance Services Inc. are not responsible for the content of any linked third party website and do not make any endorsements or representations regarding the content, accuracy or suitability of the content, materials, products or services offered on third party websites.

Mandeville Private Client Inc. is a Member of the Canadian Investor Protection Fund and IIROC.

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Insurance products and services are offered by life insurance licensed Financial Advisors through Mandeville Insurance Services Inc.