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Agrawal Associates Private Wealth Management

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403-727-2800 888-996-9990
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Agrawal Associates Private Wealth Management

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  3. Estate Planning

Estate Planning

Protect your estate

As you accumulate wealth, you need a blueprint that allows you to manage, enjoy and pass on your assets while minimizing taxes. After assessing your financial status we find opportunities to reduce your tax bill, safeguard your final wishes, and protect the people you love.

We provide the most effective strategies based on your intentions for your estate to cover funeral costs, support dependent family members, or pursue philanthropic goals. We can help with the following:

  • Trust creation
  • Charitable giving

 

Let Agrawal Associates Private Wealth Management help protect your estate. Contact us today to set up a confidential, no-cost, no obligation consultation with a member of our team. Call 403-727-2800, or book a meeting.

 

 

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Financial Services
  • Investment Management
  • Retirement Planning
  • Risk Management
  • Tax Planning
  • Cashflow Planning
  • Debt Management
  • Estate Planning
  • Business Planning
  • Intergenerational Transactions
  • Philanthropic Solutions

Additional info

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  • Investors Group Securities Inc.

Contact info

  •   #100-37 Richard Way SW, Calgary, Alberta T3E 7M8
  •   403-727-2800
  •   888-996-9990
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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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