What You Do Today Impacts Your Tomorrow, Take Control.
MICHELINE VARAS
BA, RHU, RFC, EPC, GBDS, CHS, CEA
Senior Vice-President, Living Benefits
Senior Partner, Customplan Financial Advisors
Anticipate:
Being asked for copies of corporate and personal tax returns, investment portfolios, buy/sell agreement(s) and will(s).
Expect:
Recommendations to minimise corporate financial risk, maximise fluidity and tax efficiency as well as personal financial strategies to build, protect and transition your wealth,