Estate Plan

An Estate takes a lifetime to create. Estate planning is the process, which allows the assets in your estate to be distributed to your beneficiaries according to your wishes in a timely, orderly and tax-efficient manner. 

It's very difficult to imagine leaving your loved ones behind, but it's worse leaving them without a plan outlining your final wishes.  Our Certified Financial Planner understands the hesitations involved in putting an estate plan into place. We're here to guide you through this vital process to complete a plan. 

Estate planning is much more than a will. It provides information and strategies to:

  • Protect and support beneficiaries
  • Make critical, personal decisions 
  • Control estate costs 
  • Understand and reduce taxes 
  • Fairly distribute assets

We'd love to help you develop an estate plan as part of a complete financial strategy:  To set up a free, no-obligation appointment with our Certified Financial Planner, contact: Scott Smith, CFP at 306-228-4515 ext. 231 or email scott.smith@unitycu.ca

Financial planning is offered through Credential Asset Management Inc.
 

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