Estate and Income Planning
For the past 27 years, Debbie has specialized in the complicated world of tax, estate and income planning.
Canadian’s must understand that tax is the single largest liability and taking the time to plan can help mitigate some of the burden.
As we age, it is important that we can access our investments in a tax efficient manner, as well as secure the principle for generations to come. As a financial planner, the best value Debbie can bring to her clients is to make sure that they have access to funds they need when they need it.
Protecting these funds for future generations, is the second step in a the process.
With good planning and organization, one can rest assured they have done everything possible once they have executed a well written plan.
As the past president of the Estate Planning council of Eastern Ontario, and a current active Member of CALU, I make it my goal to understand all fundamental changes in tax and estate planning matters in Ontario. This mean’s, that the clients I assist will always know that I am looking out for their best interest and will keep them abreast of any recent developments that might impact any previous planning.
By balancing risk and rewards and understanding both investments and insurance, any planning that is done, will be maximize the return while limiting the risk.
If you are interested in finding out more about how you can use as much of your portfolio to sustain your present and future lifestyle without leaving more than you intended for future benefit of other’s than an hour of your time, might be your best investment yet.