7150 Hawthorne Dr. Unit 104
Windsor, ON, N8T 3N3
Phone: (519) 974-6688
Toll Free: +1 866-973-4846
Fax: (519) 974-7192
Do you have a signed will? | Yes | No | ||
Do you have a signed power of attorney for you financial affairs? | Yes | No | ||
Do you have a signed power of attorney for your personal care? | Yes | No | ||
Have you reviewed your will and powers of attorney in the last two years? | Yes | No | ||
Do you have an up-to-date net worth statement listing your assets and liabilities? | Yes | No | ||
Have you named beneficiaries for all your registered investments and life insurance policies? | Yes | No | ||
Have you reviewed the pros and cons of jointly registered non-RRSP assets in your name and your spouses name? | Yes | No | ||
Do you have enough capital of life insurance to cover immediate cash needs at death (funeral expenses, income taxes, legal fees, exectutor fees, probate fees)? | Yes | No | ||
Do you have enough capital of life insurance to replace you income and maintain your family's current lifestyle? | Yes | No | ||
Do you family members know where to locate your financial records? | Yes | No | ||
Do you have a succession plan for your business? | Yes | No | ||
Do you have a buy/sell agreement in place with your business partner(s)? | Yes | No |
Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Seguin Financial Group Ltd. Seguin Financial Group is a trade name used for both mutual fund & Insurance business activities. Banking products and services are offered through referral.
