Yorkshire Enterprises 360 Guelph St., Unit 47Georgetown, ON L7G 4B5 T 905-873-2697
ATTENTION clients, family & friends
Additional Wealth Management Services
we'll now be offering:
- Wills Analysis & Planning
- Executor & Executor Assistance Services
- Trust & Trustee Services
- Probate Services
COMPLIMENTARY FINANCIAL REVIEW
As a valued client of ours,
we would like to set up a complimentary financial review appointment with you, myself and our on site Professional Financial Advisor.
It's part of our added service to you
at no additional cost.
All you have to do is call 905-873-2697
CALL US!
Book an appointment with us to discuss your specific needs
ATTENTION clients, family & friends
Effective immediately: Will Analysis & Estate Planning services
Statistics reveal that less than 50% of all adults in Canada have a Will and that many of these are incomplete, out of date, or inefficient from a tax planning perspective. A growing number of our clients are finding themselves faced with one or all of these types of scenarios.
If it's not an issue of having a Will, it may be the issue of being asked to act as executor on an estate. While this is indeed an honour, the issues you must resolve may be very complex, and failure to perform your role properly can put you at financial risk.
Effective immediately we are offering the additional services of a Will Analysis & Estate Planning expert. The Roche Financial Group has entered into a strategic partnership with Compass Group. We'll now be able to provide our clients professional assistance relating to Will Analysis & Planning and Executor Assistance.
This means we can offer you more than just tax advice, we can provide insights, expertise and recommendations pertaining to your whole financial plan.
