A Message from the Team
Welcome to our Fall newsletter. We hope you and your family enjoyed some holiday time over the summer.
It is with mixed emotions the Team at Arbutus Financial says goodbye and good luck to Bart Aldrich as he embarks on his new career as a Notary Public. After seven years with our firm, we will miss his support, good humour, and expertise but we wish him all the best as he enters a new phase in his personal and professional development.
We would like to celebrate the success of Bruce McRae, who celebrates his 50th year in the business of providing financial solutions for Canadians. Congratulations Bruce on your commitment to the industry and clientele!
In this newsletter, you will find a number of interesting articles.
Tools for Proper Estate Planning
In this article, Quentin Adrian of Adrian and Co. discusses the different tools for ensuring your wishes are taken care of the way you wish. As the Baby Boomer generation ages, widespread attention has been drawn to the benefits of adopting a proper estate plan, as well as the pitfalls of not doing so. This interest has been generated both by the Boomers themselves as well as their children, who are often placed in position of enormous responsibility in trying to manage their elderly parents’ lifestyle/health-care concerns, as well as their assets (both before and after death). If an elderly person has not prepared for his/her incapacity and/or death by having signed the proper documentation giving direction to those who must deal with those events, the result can be—at worst—catastrophic, and certainly more complicated than if such documentation had been completed. Learn More »
Passing it on — Ensuring a tax-effective transfer of the family cottage
The family cabin is an important part of the legacy for those who wish to leave it for future generations to enjoy. What many don’t realize, however, is that cabins have increased significantly in value, and 50 per cent of this increase could be taxable at death. There are several strategies you can use to help ensure a tax-effective transfer of the family cabin to your heirs. Learn More »
Finally, here is an interesting tidbit about Elder Planning: The New 40/70 Rule = Once you reach 40 it is likely your parents are 70. This is the time to discuss/review your parents plans for long term care or to share that information with your children. We can help.
If you have a suggestion for a topic you feel may be of interest to others, please let us know by contacting info@arbutusfinancial.com.
Arbutus Team Update
To hear about the latest events happening in the lives of Neil, Paul, Gardy and Eddy, click on the name of the team member you are interested in.
Click to learn even more about Neil, Paul, Gardy and Eddy.
About Us
At Arbutus Financial, we help our clients achieve financial and life success. We work hard to cultivate strong relationships with our clients first and foremost. We focus on knowing our clients well, not just their finances. To provide high quality advice and service, we need to truly understand our clients. Then, and only then, can we help them achieve the financial security and success to which they aspire.
At Arbutus Financial, we work with four distinct groups.
Click here to learn more about Our Team »
Please remember that while strategies outlined within this newsletter may be appropriate for some people, you should always consult us to ensure they are appropriate for you.
The statements and statistics contained herein are based on material believed to be reliable but we cannot guarantee they are accurate or complete. This newsletter is solely the work of Arbutus Financial Services for the private information of our clients. Although we are registered Mutual Fund Representatives with Dundee Private Investors Inc., this is not an official publication of Dundee Private Investors Inc.. The views (including any recommendations) expressed in this newsletter are those of the author alone, and they have not been approved by, and are not necessarily those of, Dundee Private Investors Inc..
* Only securities related products and services referenced are offered through Dundee Private Investors Inc. Insurance products provided through multiple insurance carriers.
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