Estate planning involves:

• deciding what you want to happen to your assets when you are gone, to ensure an easy transfer to the next generation
• developing a plan to accomplish your desires
• taking steps to ensure your plan is acted upon, while considering the impact of family law

Estate planning should ensure your personal assets and estate needs are in balance.

At Soulliere Financial Group, we offer a variety of options to help you achieve your estate planning goals, including:

• Protected Investment Funds
• Registered Retirement Income Funds (RRIF’s)
• Non-registered Investments
• Individual Pension Plans
• Insured Retirement Programs ®
• Annuities
• Guaranteed Investment Certificates
• Estate Bonds ®
• Term Insurance
• Universal Life Insurance
• Advantage Account
• Debt Management Tool

Our commitment is to provide excellent service with quality advice. As your personal situation changes, and as Canada Customs and Revenue Agency (formerly Revenue Canada) laws are amended, we will schedule reviews to ensure your needs are always met.

The Advantage Account and Business Advantage Account are offered through Manulife Bank. Manulife and the block design are trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Bank of Canada.

® Insured Retirement Program and Estate Bond are registered trademarks of the Manufacturers Life Insurance Company.