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Disclaimer GP Wealth Management Corporation, a member of the Mutual Fund Dealers Association of Canada, is a Mutual Fund Dealer registered with the Provincial Securities Commissions. Your Roche Financial Group Representative is licensed to sell and service mutual fund products and certain other approved securities as permitted under GP Wealth Management Corporation's registration. GP Capital Insurance Agency Ltd, is a distributor of insurance products. Your Roche Financial Group Representative is licensed to sell and service insurance products and certain other approved insurance products as permitted under GP Capital Insurance Agency Ltd. |
RETIREMENT & SUCCESSION PLANNING
Some people want to leave a specific amount to various entities or people and others are content to leave "what is left over" to the beneficiaries. That is why retirement planning and succession planning go hand in hand. Succession planning can involve the passing on of the family business, the family farm, the practice or the investment portfolio which may consist of income properties, stocks or bonds. There is much room for planning here and every case is different.
Our key feature in this area is that not only can we shop the market for the products most suited to you on a cost effective basis but you can draw upon the expertise of our head office team shown below as well as Hub Financial Inc's lawyer who is an estate planning specialist at no cost to you.
And if that isn't enough because we get paid by the financial services industry for placing your needs with them, our professional service worth $240.00 per hour in this area is free to you.
Belleville
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