Financial and Estate Planning for the Mature Client in Ontario

ebook Volume 1

By Margaret E. Rintoul

cover image of Financial and Estate Planning for the Mature Client in Ontario

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Written by an outstanding team of professionals that bring together legal, accounting and financial planning know-how, this publication provides a comprehensive framework for advising mature clients residing in Ontario on matters such as:

  • Tax and Probate Planning
  • Life Insurance Coverage
  • Snowbirds
  • Will Planning, Powers of Attorney and Medical Care Issues
  • Investment and Retirement Planning Strategies
  • Financial and Estate Planning for the Mature Client in Ontario