Managing your finances raises a number of topics but none as tricky and potentially unpleasant as planning for your family and finances in the event that you pass away or become incapacitated. Understandably, these questions are often ignored by many—but don’t fall into the trap of avoiding these difficult matters. Good estate planning will help to make sure that your wishes are carried out, and your family and assets are well protected.
http://chartwellfinancial.com/wp-content/uploads/2018/10/doYouNeedAnEstatePlan-Steve-Cameron-2.png792612Chartwell Financial Grouphttp://chartwellfinancial.com/wp-content/uploads/2018/05/chartwell_New_LOGO-300x189.jpgChartwell Financial Group2018-10-03 19:29:002018-10-03 19:45:05Do you need an estate plan?
Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education. In addition, when you have a plan, it’s easer to make financial decisions that align with your goals and provide peace of mind.
http://chartwellfinancial.com/wp-content/uploads/2018/09/payingForEducation-Steve-Cameron.png792612Chartwell Financial Grouphttp://chartwellfinancial.com/wp-content/uploads/2018/05/chartwell_New_LOGO-300x189.jpgChartwell Financial Group2018-09-01 15:00:002018-09-01 15:09:30Paying for Education
Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business owners is reinvesting extra money to grow their business, at the expense of putting it aside to save for their retirement.
http://chartwellfinancial.com/wp-content/uploads/2018/08/Retirement_planning_business_owners-1.png600600Chartwell Financial Grouphttp://chartwellfinancial.com/wp-content/uploads/2018/05/chartwell_New_LOGO-300x189.jpgChartwell Financial Group2018-08-01 15:00:002018-08-01 15:12:46Retirement Planning for Business Owners
Insurance products, including segregated fund policies and health insurance are offered through Chartwell Financial Inc., and Investment Representatives Steve Cameron, Gail Winzoski, Rochelle Noren, Terry Sorensen and Bharpur Singh Gill offer mutual funds through Quadrus Investment Services Ltd.
Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.