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 |
The contents of this website do not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Seguin Financial Group and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently, and past performance may not be repeated.
Insurance products, and other related financial services are provided by Seguin Financial Group as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.
For more information, click on the following: Legal Information, Privacy Policy and Client Complaint Procedures.
