The Fournier Montgomery Group - Oakville ScotiaMcLeod - estate planning

By: The Fournier Montgomery Group  09-12-2011
Keywords: Financial Planning, Estate Planning, attorney

Most people want to pass on as much as they can to their beneficiaries. A proper estate plan ensures that your assets are distributed in the way that you want. An effective estate plan considers two areas; the financial component and the administrative component.

  • The financial component deals with the assets that you have and whether they will be sufficient to provide for your beneficiaries once they are distributed.
  • The administrative component addresses how your assets are distributed. It is the part of the estate planning process that deals with wills, powers of attorney, trusts and other means to distribute and manage assets.

There are very few professionals who can provide you with all the products and services that you need to complete an estate plan. Accountants, lawyers and The Fournier Montgomery Wealth Management team all play a role.

To give you general information on estate planning and some of the issues you need to consider, we offer our Practical Perspectives on Estate Planning Handbook. The handbook covers topics such as the estate planning process, powers of attorney, taxes at death, probate fees and a Getting Started worksheet.

For more information on estate planning or to request our Financial Planning series of educational handbooks,

 The information contained on this website is for use by persons resident in Canada only.

Keywords: attorney, Estate Planning, Financial Planning, Planning Process

Contact The Fournier Montgomery Group

Email - none provided

Print this page

Other products and services from The Fournier Montgomery Group


The Fournier Montgomery Group - Oakville ScotiaMcLeod - financial planning

These recommended solutions will guide all retirement, estate, tax, investment, and education planning decisions integrated with your overall financial strategy. The Fournier Montgomery Wealth Management team specializes in working with clients to design and implement strategies for their financial future. It is this of strategy that will ensure you are in the right position to help achieve your financial goals.


The Fournier Montgomery Group - Oakville ScotiaMcLeod - retirement planning

The Fournier-Montgomery Wealth Management team offers a Retirement Planning Handbook designed to provide an overview of the retirement planning process and the steps you can take to make sure you have done everything you can to plan for your retirement years.


The Fournier Montgomery Group - Oakville ScotiaMcLeod - in our community

Members of the group, together with their families, have been active participants in the annual Relay for Life event since the first year that the fundraising event was introduced in Oakville. In addition, Andy is involved with general fundraising, sponsorship for low-income families that can?t afford to send their children, and is also the current Chair of the Board of Directors.


The Fournier Montgomery Group - Oakville ScotiaMcLeod - our services

A documented investment strategy that is based on a thorough assessment of your individual needs and guides portfolio monitoring and recommendations. We review the progress our clients are making towards their goals and make whatever adjustments are required to their overall plan. We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group.