Marriage

You are about to get married. It is an exciting time; a totally new phase in life bringing with it new responsibilities.

Already having Transitions Wealth Strategies working with you on your Financial Plan will simplify all of the decisions you must make at the time of this life changing event.

What strategic changes does marriage bring to your life?

Issues to be accommodated include...

• Wills and Powers of Attorney
• Pre-nuptial Contracts
• Life Insurance to protect your loved one
• Disability insurance to protect your loved one
• Changes in RRSP beneficiaries
• Joint Accounts or not?
• Cash Flow planning; debt management

At Transitions Wealth Strategies, we integrate the changes into your Financial Plan necessitated by marriage. We act as your personal guide and mentor to ensure that this change in your life is accommodated while maintaining your financial and life security.

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