CanWealth Financial Services

CanWealth Financial Services CanWealth Financial Services CanWealth Financial Services
  • Home
  • Contact Us
  • Check Canadian Markets
  • Estate Directory
  • Directory Resources
    • Wills & Power of Attorney
    • Investments
    • Bank Account Information
    • Insurance
    • Land Ownership
    • Debt
    • Long Term Care Products
    • Other
  • More
    • Home
    • Contact Us
    • Check Canadian Markets
    • Estate Directory
    • Directory Resources
      • Wills & Power of Attorney
      • Investments
      • Bank Account Information
      • Insurance
      • Land Ownership
      • Debt
      • Long Term Care Products
      • Other

CanWealth Financial Services

CanWealth Financial Services CanWealth Financial Services CanWealth Financial Services
  • Home
  • Contact Us
  • Check Canadian Markets
  • Estate Directory
  • Directory Resources

YOUR ESTATE DIRECTORY

 If the unforeseen tragedy of death strikes close to home, would your family be able to locate everything required at a moment's notice? We prefer not to consider such matters but the reality is that life is extremely fragile.  

Your loved ones deserve to celebrate life instead of dwelling on pain and worrying about complications resulting from their loss.    We would like to introduce you to your personal Estate Directory. Your Estate Directory is a means of alleviating pressure and ensuring your family is in the best possible position when the inevitable occurs.  

The Estate Directory securely delivers any and all necessary information safely into the hands of your trusted executor, allowing you the peace of mind of knowing things will go exactly as planned. The Estate Directory ensures that every detail, from a safety deposit box code to all your current legal documents, is available to your beneficiaries. Consider it the emergency phone which mountaineers carry when they face difficult challenges and harsh climates. Each member of the expedition faces countless dangers and carries a satellite phone to make sure they have a chance to communicate with their family no matter what happens. 

 This is not something you want to leave for another day. It will take less than an hour for the initial appointment. Let us help you ensure that your plan is carried out as you intended: in an organized, one-case Estate Directory.


THE BELOW DOCUMENTS ARE EXAMPLES OF WHAT SHOULD BE KEPT IN YOUR ESTATE DIRECTORY


Wills & Power of Attorneys (Personal & Property)

Investments (RRSP's, RRIF, LIF, LIRA, RESP's & Non-Registered Investment)

Investments (RRSP's, RRIF, LIF, LIRA, RESP's & Non-Registered Investment)

Find out more

Investments (RRSP's, RRIF, LIF, LIRA, RESP's & Non-Registered Investment)

Investments (RRSP's, RRIF, LIF, LIRA, RESP's & Non-Registered Investment)

Investments (RRSP's, RRIF, LIF, LIRA, RESP's & Non-Registered Investment)

Find out more

Bank Account Information

Investments (RRSP's, RRIF, LIF, LIRA, RESP's & Non-Registered Investment)

Bank Account Information

Find out more

Long Term Care Products

Land Ownership Documents

Bank Account Information

Find out more

Land Ownership Documents

Land Ownership Documents

Land Ownership Documents

Find out more

Life Insurance/Critical Illness & Disability Documents

Life Insurance/Critical Illness & Disability Documents

Life Insurance/Critical Illness & Disability Documents

Find out more

MORTGAGES/LOANS AND CREDIT CARD DOCUMENTS

Life Insurance/Critical Illness & Disability Documents

Life Insurance/Critical Illness & Disability Documents

Find out more


Downloads

The-Estate-Directory-Check-List (10) (pdf)Download

CanWealth Financial Services Ltd.

Copyright © 2022 CanWealth Financial Services Ltd. - All Rights Reserved.

Powered by GoDaddy

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept