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Your Consultation includes a very useful booklet, the 12 page Executor Checklist , at no extra charge

From January 15, 2021, to March 15, 2021 , a complete FMA Retirement Income , Tax, and Estate Planning  Consultation is available for the sum of $ 175. , total .

This includes:

~~ The initial  1 to to 1.5 hour Fact-Finding meeting ( all fully confidential ) which can be organized by a  Zoom meeting, during these times of the Covid-19 Pandemic . 

I-Phone Face Time E-meetings, and phone calls, are also available . 

~ The preparation of a complete , and simplified Written Report, with the Copy mailed to you, with clear and timely recommendations 

~~ the subsequent 2nd meeting to review the Report, and ask any further questions. 

~~The $ 175. Payment can be made, in advance of the Initial Consultation, by Interac E-Transfer, or by mailing  a cheque or money order to the address shown.    

We are so pleased , AND relieved , to have ALL of our lifetime financial matters and Estate Planning completed, and in clear view .  

Cheers ! 

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