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Retirement and Estate Planning for Canadians

Released on Wednesday, May 17, 2023RETIREMENT
Tune in with Jason Heath and Maria Tanel to learn about retirement planning tips for different retiree profiles, how traditional financial advice can reduce both your retirement income and estate value, the best tax practices for maximizing an estate's value, which assets are subject to probate, how to ensure you have a probate-ready estate to leave to your executors, and power of attorney and will considerations.

Jason Heath
Objective Financial Partners Inc., Managing Director
Maria Tanel
Objective Financial Partners Inc., P1 Paralegal

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