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THE DEATH OF A LOVED ONE

The death of your spouse or a loved one can mean changes in your life and in your life goals. A Carte advisor can help with strategies and advice for balancing your priorities during this difficult time.

THESE ARE SOME OF THE QUESTIONS THAT WE SHOULD CONSIDER:

  1. How do I transfer my spouse’s investment assets into my name and what documents will I need?

  2. Will I need to create a new investment portfolio?

  3. Do I need a new Will?

  4. How will my estate plans change?

  5. Should I now consider transferring assets to my family?

  6. How will my budget change?

  7. What are the implications if I decide to sell my home?

  8. Will I need new or different insurance coverage?

  9. What is involved in being an Executor?

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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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