Kirby Camplin - ScotiaMcLeod Cornwall - advisory services

By: Kirby Camplin  09-12-2011
Keywords: Banking


orthwhile goals take time and planning to reach. To bring my clients' long-term goals closer, I help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, I work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs.

Keywords: Banking

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Kirby Camplin - ScotiaMcLeod Cornwall - tax planning

Uilding your wealth requires a careful look at your overall financial picture, particularly your own personal circumstances and the tax implications of your investments. By structuring the right mix of investments for your portfolio, you can pay less tax and ensure that you are receiving optimal returns. For more information on Tax Planning or to request our financial planning series of educational handbooks.


Kirby Camplin - ScotiaMcLeod Cornwall - retirement planning

For others, it means sitting back and doing all the things that they've always wanted to do but never had the time to do.However you envision your retirement, the best way to ensure that you reach your goals is to have a retirement plan. What makes retirement planning more difficult is determining what that lifestyle will look like and then dealing with the many variables that go into the process and the pace with which they change.


Kirby Camplin - ScotiaMcLeod Cornwall - insurance planning

Annuities and life insurance products can help ensure that you get the retirement lifestyle you desire, and provide financial security for your heirs. Life insurance can play a role in preserving an estate to help protect and maintain the lifestyle of your family in the event of death. Protect both your family and your business, by addressing a host of risk management and estate planning issues.


Kirby Camplin - ScotiaMcLeod Cornwall - estate planning

The handbook covers topics such as the estate planning process, powers of attorney, taxes at death, probate fees and a getting started worksheet. There are very few professionals who can provide you with all the products and services that you need to complete an estate plan. A proper estate plan ensures that your assets are distributed in the way that you want. Most people want to pass on as much as they can to their beneficiaries.