A divorce can cause changes in your life goals. AWealth will help you with strategies and advice to achieving your financial goals in the new direction your life is headed as a result of your marriage break-down.
What is the most efficient way to split spousal RRSP?
Going through a divorce can be emotionally draining for your and your family. There is also the added stress of having to budget your life under your new cirucmstanes. Learn how to most effectively re-distribute your assets and re-plan your financial future.
What are the costs associated if I have to sell my home?
Selling a home is stresfull and can carry a lot of costs if not planned properly. Breaking a mortgage early can be very costly, depending on the original agreement. Learn how to most effectively go through this process without paying unnecessary fees.
*Mutual fund provided by Carte Wealth Management Inc. **Life Insurance products & services provided by Carte Financial Services Inc. and Kabis & Associates Inc. ***Mortgages products & services provided through Dominion Lending Centre Valko Financial Ltd.
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and/or fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund. A nominee account is one in which an investment is held in trust for an individual by a corporation or entity other than the individual. A segregated fund policy held within a self-directed plan is one example of investing in a nominee account. A segregated fund held in a nominee account may not offer creditor protection. Please read your Information Folder carefully and seek professional advice before investing. Commissions, trailing commissions, management fees and expenses may be associated with your insurance contract.