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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. |
TAX PREPARATION
TRUST/ESTATE
A trust is automatically created by the will of the deceased and the trustee or executor of the estate is responsible for the assets of this trust until his responsibilities have been fulfilled.
Good advice is required before you see the lawyer for probating the will. In addition to advising on matters of the estate and the preparation of the related estate and trust return for the testamentary trust we plan inter- vivos trusts for the purpose of planning for the transfer of property at a future date.
Belleville
