Latest News

Clients Say

Working with Seguin Financial Group is seamless. They are true professionals and great communic...

Kris Racine

The Greenwood Centre
3200 Deziel Dr. Suite 210
Windsor, ON, N8W 5K8

Phone: (519) 974-6688
Toll Free: +1 866-973-4846
Fax: (519) 974-7192

info@seguinfinancial.com

Estate Planning Checklist

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.

info@seguinfinancial.com