Contact one of our branches.

HEAD OFFICE 

208-73 N. Cumberland Street

Thunder Bay, Ontario

P7A 4L8

Phone:  (807)286-5341

Fax:  (807)286-5342

Email:  geoff@blueharbourfinancial.com

Open Monday to Friday

By appointment only Saturday and Sunday

ALBERTA

206 Pembina Road

Sherwood Park, Alberta,

T8H 0L8

Phone:  (587)785-9559

Fax:  (807)286-5342

Email:  ryley.hughes@cartewm.com

BRITISH COLUMBIA ​

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

ONTARIO

Fortax Corp.

2 St. Clair Ave. West, 18th Floor

Toronto, Ontario

M4V 1L5

Phone:  (416)220-6428

Email:  michael.fortin@cartewm.com

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?

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.