Advanced Financial Planning

Financial Planning for the transition of your wealth

You have worked hard to build your assets and wealth over your lifetime. Just as a financial planner can assist you to grow your wealth, they can also help you plan for the smooth transition of your wealth for the maximum benefit of your beneficiaries. This involves a detailed review of your estate's planning goals, family circumstances and current assets and liabilities, and the existing legal and moral obligations you may have, often resulting in recommendations that may result in further discussions and considerations but may ultimately be included in your estate planning documents.

Your basic estate planning documents include a Will, an Enduring Power of Attorney and a Personal Directive.

Cooperative Memorial Society (CMS)
Suite 204A, 223-12th Ave. S.W. Calgary, Ab. T2R 0G9 Canada (Appointments required)
1-403-248-2044
Toll free: 1-800-566-9959
admin@calgarymemorial.com

The Cooperative Memorial Society of Alberta would like to acknowledge that what we refer to as Alberta is the traditional ancestral territory of a diversity of Indigenous peoples and home to Treaty 6, 7, and 8. We honor the Blackfoot Confederacy – Kainai, Piikani, and Siksika, the Cree, Dene, Saulteaux, Nakota Sioux, Stoney Nakoda, the Tsuu T’ina Nation and the Métis People of Alberta. This includes the Métis Settlements and the Six Regions of the Métis Nation of Alberta within the historical Northwest Métis Homeland. We recognize and give thanks to the many First Nations, Métis and Inuit who have lived in and cared for these lands for generations, all who continue to grace these lands, and all future generations. We are grateful for the traditional Knowledge Keepers and Elders who are still with us today and those who have gone before us. We make this acknowledgement as an act of reconciliation and gratitude to those whose territory we reside on or are visiting.