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Estate Planning

Secure your legacy with Estate Planning

Estate planning is about more than a will, or estate distribution. It involves tackling the tough tax questions, family discussions and mapping out essential next steps. You'll need to determine all of your assets from pensions, to investments, stocks and bonds, real estate and personal property. Do you want to foster your legacy through a charitable organization, or leave trust funds for your grandchildren? Our financial experts will help you develop a comprehensive estate plan to ensure equitable distribution, and give you peace of mind during your retirement years.

?Did You Know

 

Your will should be updated periodically as you acquire new assets, have a new child or marry. The easiest and safest way to create a will is to work with one of our Wealth Management experts.

 

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1

Life Insurance


Personal life insurance gives you and your family the security of knowing that loved ones will be taken care of in times of need such as mortgage payments, living expenses, and your child’s education.

  • Provides peace of mind.
  • Maintains your family's standard of living at a time of emotional crisis and financial strain.
  • Helps protect financial obligations in the event of a death.
2

Financial Plan Consultation


Maximize the value of your assets with a specialized consultation.

  • Identify your goals and values
  • Assess risk tolerance
  • Allocate assets
  • Select investments
3

Retirement Counselling


Sail smoothly through retirement with the proper planning and preparation.

  • Assess your retirement needs
  • Design a plan to meet your financial and personal goals

4

Inheritance Equalization

Get help with difficult bequest issues.

  • Support with assessing assets that are challenging to assess or divide equally
  • Equitable division of assets while keeping your business intact

The Legal Stuff:

*Terms and conditions apply. All principal and interest is 100% guaranteed by the Credit Union Deposit Guarantee Corporation, excluding common shares, investment shares, and mutual funds. All rates and products are subject to change without notice. First Calgary Financial Investment Services offers life insurance through First Calgary Financial Investment Services Limited an insurance agency licensed with the Alberta Insurance Council. Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Mutual Funds and securities related financial planning services are also offered through Qtrade Asset Management Inc., Member MFDA. The advice on our website is prepared without knowing your personal objectives, financial situation or needs. Before you act on this or any advice, please consider if it's right for you, and reach out to our teams to help determine if the product is appropriate for you.