CUMBERLAND
Private Wealth - Calgary

While the impact will be mostly positive – more money that you can put towards goals, there is also a degree of pressure to avoid mistakes.

Are we thinking about the implications of the legal relationship between the Trustee/s and Beneficiaries that will take place down the road?

What is the purpose of your wealth? Why does it exist, what can it provide, who is a part of it, what will it stand for?

Don’t let your summer dreams become an estate planning nightmare Remember that BIG fish you caught when you were five and came back to...