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I have been working with Rolly and Matt from Seguin Financial Group for many years and I trust ...

Matt Bodde

7150 Hawthorne Dr. Unit 104
Windsor, ON, N8T 3N3

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

info@seguinfinancial.com

Estate Planning For Business Owners

Primary Roles (3) of Business:

Current income 78*

Retirement Income 46*

Family Wealth 46

Business as an Investment 40*

Family Pride 22

Family Employment 18

Community Employment 15

Legacy 14

What is Estate Planning?

The process of developing a plan for the creation, conservation and disposition of your assets so that your goals for yourself and your family, during life and after death, can be realized with maximum effectiveness. There are two components:

Financial

Administrative
  • Assets and Liabilities
  • Wills, including gifts or donations
  • Estate settlement costs
  • Buy-sell agreements
  • Gifts or Donations
  • Trusts
  • Taxation
  • Probate
  • Insurance
  • Insurance

 

 

 

 

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