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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
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.
Ecclestone Financial Group
Manulife Securities Incorporated
|Address:||245 St. David Street North |
Fergus, Ontario, CA
Latest Blog Posts
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...
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...
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...
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...
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...