All4webs- Wealth management Ottawa
Potvin Financial Services21 Apr, 2025Finance
Assist with the creation of a retirement income plan with the goal of maximizing after-tax income Factor in all personal investments, workplace pension plans and/or group savings programs well government income sources such as CPP and OAS Estate Planning Review legal documents such will and powers of attorney Ensure assets are structured in a way to best minimize probate and ensure legacy wishes are carried out after you pass away
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