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Estate Planning

You've worked extremely hard to accumulate the assets and build the wealth that you have today. At Covello Financial, we believe it's imperative you take time for estate planning. We can help you arrange your financial affairs in a way that allows your assets to be passed from one generation to the next as quickly and as tax efficiently as possible. 

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Most people assume the wealthy are the only people who have estate plans, but that's not the case. There are many ways to structure your estate tax efficiently so that the assets you spent so many hours working to purchase remain in your family without becoming a major tax burden to your heirs.   

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Take the first step to preparing your estate by reaching out in the contact section below. An experienced member of our staff will contact you soon!

Estate Planning Review

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The information on this website is intended for residents of Manitoba, Ontario, Saskatchewan, Alberta & British Columbia only.

* The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.

Insurance products, including segregated fund policies are offered through Covello Financial Group Inc.,
and Investment Representative John Covello offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.
Legal, Copyright and Trademark information.

Freedom 55 Financial is a division of The Canada Life Assurance Company.
Freedom 55 Financial and design are trademarks of The Canada Life Assurance Company.

Click here to view legal, copyright and trademark information.

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design,
are trademarks of Quadrus Investment Services Ltd. used with permission.

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