Estate Services

PLAN FOR MORE THAN JUST A RAINY DAY.

Estate Services

Executor Advisory Program

As an executor, you have undertaken a huge responsibility and you may not fully understand what this duty entails.

We are here to support you in carrying out your role by: balancing family dynamics, helping you understand the complexity of the issues involved, providing checklists and guidelines you can follow to walk you through the process.

Statistic: Percentage of the 14.8 million aged 45 and over, intending to appoint a friend or family member as executor: 99%

Source: StatsCan and BMO Leger Poll 2011

Canadians who actually thought winding up an estate could be completed in less than six months: 38%

Source: CIBC Poll

  • Monthly data entry
  • Accounts payable
  • Accounts receivable
  • Payroll Services & Remittances
  • Month end reconciliations
  • Financial Statements

EMAIL:

dan@profitbyintention.com

PHONE:

(289) 276-2768