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Life is full of many challenges, but planning for your death shouldn't be one. Bold Barrel Financial is dedicated to providing every client with the support and strategies they need in order to make the estate planning process as easy as possible.
Our business specializes in four wealth management sectors to ensure that customers can receive comprehensive wealth management services in one place. We have helped people all over Canada better manage their mutual funds, tax, business investment and financial information. You can find all of the help you need at Bold Barrel Financial.
We will coordinate with your legal representatives, financial institutions and your family to help streamline the process of planning your estate. You've worked hard for your wealth and real estate business, so make sure to leave a lasting legacy that could help your family and friends to come.
Bold Barrel Financial's professional estate planning goes beyond documentation and investments. Our financial advisors seek to ensure that the wishes of each individual client are respected and honoured in regard to the dealings of their estate. If you are in search of an advisor that operates on honesty, transparency and trust, look no further than Bold Barrel Financial. Contact us today for all your estate planning needs and rest assured that the management of your estate is in good hands.
Our business has worked with many people who have found the estate planning process to be impersonal, complex and overwhelming. Oftentimes, individuals are dealing with multiple financial institutions in Canada to manage their income, mutual funds, business investment, or insurance or tax policies. When those sectors don't communicate, clientele face unnecessary stress while planning for their future. We aim to solve this issue and help make planning your estate easier.
At Bold Barrel Financial, we can consolidate your assets to streamline everything. Some people bank with various institutions over their lifetime, leaving many accounts that may be difficult to coordinate. We can help consolidate your accounts to simplify your tax, retirement funds, and estate planning. By working with our team, a client will also be able to better explain their wants to their legal representations and future executors.
Whether our services are for you, your parents or your grandparents, we aim to help you all better understand the overall financial picture and encourage you to make an investment towards the future of your legacy.
We offer insurance advice and services because life, much like death, is unexpected. Sometimes illness and injury can happen, altering the course of your future. If your income stops, mutual funds and investment portfolios can only take you so far. Contact us today to learn out more about the benefits of insurance policies.
Many people in Canada think that they do not have to plan for life beyond retirement. In reality, it is important to plan your estate and determine how your assets will be distributed. The unexpected can happen at any time, whether you have an estate in place or not. Planning ahead can save your family and friends from having to search for answers.
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Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Insurance Products offered through Kevin Schuster. Other Products and Services are offered through Bold Barrel Financial.
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