Estate planning is an important part of your overall financial plan. While we cannot draft legal documents for you we can help you organize your thoughts with regards to your estate.
Maple Ridge clients can enlist our services for help in making decisions regarding a beneficiary designation, as well as power of attorney. To help with your estate planning, our experts will also offer regular reviews to make sure that your wishes are followed. Our professionals will also help you organize your thoughts with regards to a Will.
As well as offering estate planning in Maple Ridge, our experts provide financial management, asset management and insurance. All of these aspects come under our Perler Wealth Management Process, which involves taking steps for our client to achieve their financial goals in the most tax and cost-effective way. Retirement and tax planning is also under consideration when we consult with our clients.