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THE DEATH OF A LOVED ONE

The death of your spouse or a loved one can mean changes in your life and in your life goals. A Carte advisor can help with strategies and advice for balancing your priorities during this difficult time.

THESE ARE SOME OF THE QUESTIONS THAT WE SHOULD CONSIDER:

  1. How do I transfer my spouse’s investment assets into my name and what documents will I need?

  2. Will I need to create a new investment portfolio?

  3. Do I need a new Will?

  4. How will my estate plans change?

  5. Should I now consider transferring assets to my family?

  6. How will my budget change?

  7. What are the implications if I decide to sell my home?

  8. Will I need new or different insurance coverage?

  9. What is involved in being an Executor?

Contact one of our branches.

HEAD OFFICE 

1000-2680 Skymark Ave

Mississauga, Ontario

L4W 5L6

Phone:  (807)628-4084

Fax:  (905)238-8197

Email:  geoff@blueharbourfinancial.com

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BRITISH COLUMBIA â€‹

3172 Golden Link Crescent

Vancouver, British Columbia

V5S 4M3

Phone:  (604)437-3600

Fax:  (778)371-9078

Cell:  (604)782-4334

Email:  wayne.canary@cartewm.com

208-73 N. Cumberland Street

Thunder Bay, Ontario

P7A 4L8

Phone:  (807)286-5342

Fax:  (807)623-8690

Email:  geoff@blueharbourfinancial.com

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Copyright 2019 © Blue Harbour Financial Inc.

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