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Anthony Layton MBA, CIM

Chairman & CEO, Portfolio Manager

Peter Guay MBA, CFA

Portfolio Manager
Contact
  • T514.875.7566 x 224
  • 1.800.875.7566
  • F514.875.9611
  • Place Alexis Nihon
  • 3400 de Maisonneuve Ouest,
    Suite 1501
  • Montreal, Quebec H3Z 3B8

Where There’s a Will, There Are Three Basic Documents

June 6, 2017 - 0 comments

In my last “Do It Together” video, I introduced how important it is for young professionals with families to have a will in place to protect their loved ones’ interests – especially your kids. Once you’ve thought through your basic intentions, the next step is to reflect them in three basic documents: your will, your power of attorney, and your mandate (or living will).

That’s it. Then you’re done, and you can get back to living your life to the max. You may enjoy it even more fully, knowing your kids are taken care of, come what may.

Tune in to today’s “Do It Together” video to learn more. And please let me know if today’s topic generates additional questions or subjects I can cover in the future.

 

By: Peter Guay with 0 comments.
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