ADVISORS with Purpose will  provide you with free, no-obligation Will and Estate Planning support. For more information about their ministry, visit www.advisorswithpurpose.ca or contact them toll-free at 1-866-336-3315.

 

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* 1. What is your age?

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* 2. Do you have a current and up to date Will that has been completed in the last 5 years?

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* 3. When creating your Will, did you consider the taxes and fees that may be imposed on specific assets?

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* 4. If you have RRSP’s or RRIF’s, did you consider the best way to include them in your Will while protecting you from taxation?

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* 5. If you have a vacation property, cottage, or cabin, does your will and/or plan protect it from taxation?

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* 6. Would you be interested in speaking with a professional estate specialist who offers free and confidential estate plans? (they do not sell anything!)

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* 7. If your answer to the last question was "yes" or if you are unsure, please provide the following information and an estate specialist will follow-up with you

ADVISORS with Purpose is a part of the Financial Discipleship Canada family of ministries.  Their desire is to assist individuals find the best ways to minimize taxes, provide for their families and retirement, and increase charitable gifts.

We have 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 review your information and develop a personal plan that will maximize your goals for family and ministry while minimizing or even eliminating taxes. Your personal financial information will not be shared with  CCO and will be held in the strictest confidence by AWP’s professional associates.

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

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