AIM Canada has partnered with ADVISORS with Purpose (AWP) to assist supporters in the areas of Will and Estate Planning. For more information about AWP, and the ways they can be of service to you, visit www.advisorswithpurpose.ca or contact them toll-free at 1-866-336-3315 or email at plan@advisorswithpurpose.ca

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* 1. What is your age category?

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* 2. Do you have a current and up to date Will that you feel expresses your values and wishes?

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* 3. Does your Will consider potential taxes and fees and does it include strategies to reduce those?

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* 4. Does your Will and/or Estate Plan consider the taxes on your RRSP or RRIF accounts?

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* 5. Are you certain that you have chosen an Executor that understands his/her role and is equipped to carry out what is necessary?

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* 6. If applicable, does your Will consider the needs of a child with disabilities or exceptionalities?

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* 7. Does your Will and/or Estate Plan include a plan for your vacation property/cottage/cabin should you wish to pass it on to others?

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* 8. Would you be interested in speaking with an Estate Specialist who could create an Estate Plan? 

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* 9. If you answered 'yes' or 'unsure' to the last question, please provide the following information and an Estate Specialist will follow up with you:

Advisors with Purpose is part of the Financial Discipleship Canada family. Our services are available through our relationships with our Partner Charities. We offer planned giving specialists who can help you think through your decisions regarding your estate and ensure that your estate plan and Will reflects your life, faith and values.
AIM Canada has asked Advisors with Purpose to make their services available to you without cost or obligation. AWP does not sell insurance or any other product; they will simply meet with you, study your information and develop a plan that will maximize your goals for your family and heirs while minimizing or even eliminating taxes. Your personal financial information will not be shared with AIM Canada and will be held in the strictest confidence by AWP’s professional associates.

We hope that these services will be a help to you, your family, and the organizations that you are passionate about.

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