Estate planning is not just for the ultra-wealthy.
The fact is that real money will be left behind after your passing. You worked hard for that money. Shouldn’t it go to those you love or to a charity that shares your values? Make sure your money goes where you want it to be.
If you don’t plan carefully, your estate can be taxed away.
There can be many tax liabilities triggered by your passing, and solutions should be arranged in advance. Can you believe that a house passed on to the next generation might have to be forcibly sold to cover the tax bill? What a terrible outcome. A financial advisor can help you avoid preventable situations like this one.
Wills
A will is a written document, properly signed, which: (1)specifies who is to administer the estate (the executor), (2) specifies what is to happen with the assets and liabilities…
Letter of Direction
Broadly speaking a letter of direction is any letter that gives instruction and guidance to a recipient. Letters of direction are also common in situations when somebody has…
Power of Attorney
What if you were in a coma, or otherwise incapacitated such that you were unable to communicate? Or struck with a disease or other tragedy which affected your mind? Who should control…
Life Insurance
With Permanent Life you have the ability to change your coverage, deposits and investment choices in response to your changing needs, conditions, or circumstances. Deposits are…
Estate Planning
Many people assume that estate planning is only for the wealthy. So, it must come as a shock to the families of all the Canadians who die every year without a will when the province…
Tax Planning
Taxes are a fact of life. They affect every Canadian in most aspects of their lives. Whether it’s earning an income, making a purchase, owning real property, investing, running a…
WHAT OUR CLIENT ARE SAYING…
“My wife and I have known Bill for over 10 years, working with him in various settings from investments to taxes to even charity planning. It is good to know that Bill has such a great reputation in the community and a heart for serving and helping others. He is sensitive to our particular needs and is a good teacher in helping us to understand a holistic picture of how to handle our finances. We wholeheartedly recommend Bill Thompson for your financial needs, you won’t regret it.”
“It has been an absolute pleasure to work with Bill regarding my short and long term goals. He really got to know me and tailored an overall solution that not only helped me save for retirement, but also to have plenty of cashflow for daily life. Following Bill’s advice has truly given me peace of mind.”
“The smartest move we have ever made financially was signing on with Bill Thompson. The value he provides is not limited to his extensive financial knowledge, but also the passion and the care he shows his clients. You could say that Bill lives and breathes “know your client”, getting to know his clients and tailoring strategies to help them get to where they want to go. It’s been 15 years and we can’t wait to work with Bill for the next 15.”
“Bill is our ‘go-to’ person when it comes to valuable financial advice. We started with very little in our savings, but after 3 years of listening to Bill and being prudent with our money, we have been able to build a tidy amount that just keeps on growing. Can’t say enough good things about him, meet with Bill right away!”
