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Wealth Transfer Strategies

Oct 11, 2017 02:00 PM - 03:00 PM Eastern Daylight Time

Please join the team of Ecclestone Financial group along with guest speakers Rob Wolf and Jon Hreljac as we discuss the following topics:

- Estate Planning Strategies Related to Retirement Savings

- Common Mistakes

- The Role of the Executor & the Ontario Probabe Process

- Techniques for Excluding Assets from Probate

RSVP

What Should You Do With Your Tax Return?

Apr 26, 2017 02:00 PM - 03:00 PM Eastern Daylight Time

We will be continuing our series of seminars on Wednesday April 26th and this month's topic will be "What You Should Do With Your Tax Return"

 

Is receiving a tax refund a good thing?  If you did receive a tax refund, what should you be doing with it?  Our advisors has some tips to use your tax return to progress your financial plan.

RSVP
Estate Planning

In the Fall 2017 edition:
Solutions celebrates 15 years
The family dollar juggling act
Retire happy, stay healthy

Critical Illness

Ecclestone Financial Group

Manulife Securities Incorporated

Address: 245 St. David Street North
Fergus, Ontario, CA
N1M 2J8
Business: 519.843.5110
Fax: 519.843.5479
Toll Free: 1-877-941-1903
Email: info@efginc.ca

Latest Blog Posts

Is a RESP on Your Back to School Shopping List?

Published by Ecclestone Financial on Sep 14, 2017

If not, then maybe it should be. Saving for a child’s education is important because it encourages younger generations to pursue a college or university degree while relieving some of the financial burden...

Which Type of Life Insurance Do You Need?

Published by Ecclestone Financial on Aug 02, 2017

Choosing the right type of life insurance isn’t always easy and it’s not always something people want to talk about. However, having an estate planning conversation with your family about what happens...

Why Mental Health Matters For Your Money

Published by Ecclestone Financial on Jul 17, 2017

Did you know that 1 in 5 people face mental health issues during their lifetime? That means the odds of you, a family member or someone you know being affected by mental health are high. Issues related...

6 Additional Costs That Come With Home Ownership

Published by Ecclestone Financial on Jun 27, 2017

6 Additional Costs That Come with Home Ownership   When it comes to home ownership, there’s a lot to wrap your head around. But, understanding basic financial concepts can pay off big time in the long...

Saving for your kids’ education – it’s not too early. It’s never too early.

Published by Ecclestone Financial on May 26, 2017

It’s no secret that the cost of sending your kids to college or university is rising – and has been for quite some time. So let me ask you a question, are you saving for your kids’ education and do you...