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Total Wealth Planning

As of 2021, 22.8% of Canadians are 65 or older. It’s important to have conversations around Total Wealth Planning for your family. Considerations: *Talk about money openly with family, *Establish a family member as a point of contact to divert calls from scammers, *Regular finances review; involve the family in discussions with your advisor, * Discuss the creation of a Will and Power of Attorney while the senior is still of sound mind. If you want to learn how to help the senior in your life, contact us today.

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