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THE ILLNESS OF A PARENT

The illness of a parent can mean huge changes in your life whether you are single or have your own family. The impact can be financially devastating. A Carte advisor can assist you in understanding the issues and what is possibly at stake and how they can be minimized and/or resolved to ensure that during this difficult time you are not burdened with financial problems.

THESE ARE SOME OF THE QUESTIONS THAT WE SHOULD CONSIDER

  1. What are the implications if my parent is unable to make their own decisions?

  2. Who will be in control of my parents’ finances?

  3. What are the sources of funding available to ease the financial burden?

  4. What are the implications for my parents’ estate plans?

  5. What sort of living arrangements are available if my parent needs in-home assistance or needs to consider out-of-home care?

  6. How can I evaluate the sort of care that is available?

  7. Is there tax relief available if my parent is incapacitated?

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REGULATED BY MUTUAL FUND DEALERS

ASOCIATION OF CANADA

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www.mfda.ca

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Mutual Fund Disclosure:

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 
Insurance Disclosure:

Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund. A nominee account is one in which an investment is held in trust for an individual by a corporation or entity other than the individual. A segregated fund policy held within a self-directed plan is one example of investing in a nominee account. A segregated fund held in a nominee account may not offer creditor protection. Please read your Information Folder carefully and seek professional advice before investing. Commissions, trailing commissions, management fees and expenses may be associated your insurance contract. 
*Insurance products and services provided through Carte Risk Management Inc., Carte Financial Services Inc., Custom Benefits Inc., Financial Horizons, and Great West Life. 
**Mutual funds provided through Carte Wealth Management Inc.

Copyright 2019 © Blue Harbour Financial Inc.

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