I’ve just gone through a big change in my life and I’m on my own again. What’s important to me right now is making sense of my options and getting my finances in order.

Whether you have been recently separated, divorced or widowed, the financial decisions you’re faced with can be overwhelming.

If you have recently separated or divorced, some of the issues you’ll need to address include what happens to all of your assets, including company pensions, RRSPs, Canada Pension Plan benefits, and insurance policies and how your own investment plans will be affected.

If you’re a recent widow(er), you may be wondering what to do with the benefits from your spouse’s insurance policy(ies), how to reduce taxes and how best to structure your financial situation.

A knowledgeable independent advisor can help you balance your needs for day-to-day income with planning for the future.

Regardless of the specifics of your situation, you should review who you have designated as beneficiaries on any life insurance policies, RRSPs or other important documents and make sure they are up-to-date.

Registered Retirement Savings Plans
Life Insurance
Investment Plans
Reduce Taxes
Why Use an Independent Advisor?




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