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Estate planning

5 things to do if you’ve lost your job

Submitted by Agrawal Associates on July 5th, 2017

July 6, 2017

Life events don’t just impact your finances, but also your overall mental wellbeing. Finding a way to acknowledge and accept the overall situation will allow you to take action on next steps.

Tags:
  • Beneficiaries
  • Estate planning
  • Inheritance
  • intergenerational transactions
  • job loss
  • Prudent principle
  • retirement planning
  • Read more

Passing on the family cottage

Submitted by Agrawal Associates on June 5th, 2017

June 6, 2017

It’s the place where your son had his first kiss, where your daughter caught her first fish, and where you plan to spend your time painting landscapes after retirement. It’s the family cottage.

Tags:
  • Beneficiaries
  • Estate planning
  • Inheritance
  • intergenerational transactions
  • Prudent principle
  • Read more

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  •   #100-37 Richard Way SW, Calgary, Alberta T3E 7M8
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IIROC Advisor Report

Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.

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