Waterloo Wellington Estate Planning Council

I work as an insurance and investment advisor. As such I have been helping clients prepare for tragedies, accidents and death for 20 years. I help them make sure they have their wills and POAs done and up to date. Working with segregated funds as I do, I have been advising on estate planning and ways to make sure my clients wishes are followed for years. The insurance companies have teams of accountants, tax lawyers and senior planners who specialize in helping individuals and business owners structure their estates. I have access to all this expertise and use it regularly.