Calgary Estate Planning Taxes and Wills: Couillard Group Inc.

With 35 years of experience, the Couillard Group knows personal estate planning and we can help you with your specific needs. We can help articulate these needs and recommend specific actions or products as required. The to areas of financial planning that we generally assist with can be broken into two categories:

1. RISK MANAGEMENT

Critical Illness coverage
Disability income replacement planning
Wills and Enduring Power of Attorney - referring to a lawyer
Life Insurance Planning

2. INVESTMENT MANAGEMENT

Todays investment environment is complicated and can often be perplexing. Our goal is to protect what you have worked so hard to save, providing you with clarity and peace of mind.

Individual Pension Plans (IPP)
Professionally managed investment programs
Registered Education Savings Plans (RESP’s)
Registered Retirement Savings Plans (RRSP’s)
Registered Retirement Income Funds (RRIF’s)
Life Annuities
Registered Disability Savings Plans (RDSP’s)

Fundamentally we believe that our lives are more than our money. We all have been given varying degrees of Time, Talent and Treasure and like the game of marbles many of us played in our youth, life becomes a game of using and collecting three types of marbles: red Time marbles, blue Talent marbles and green Treasure marbles.

At the beginning of our adult lives, we will see more red Time marbles in our marble bag than the blue Talent or green Treasure marbles. As we move through our life cycles and see our red Time marbles depleting, we also see the increase of our blue Talent and green Treasure marbles. "Using your marbles"can help build our legacy, how we will be remembered and live a more enriching life. At the end of life, we will "lose our marbles"as all the red Time marbles will have run out, our blue Talent marbles disappear when we die and our green Treasure marbles will be redistributed to family and society. With a well thought out plan, we can determine the course of that redistribution. For more on life's marble game, please read the introduction of our Best Selling book Lifeworth, finding fulfillment beyond networth. Click here.

The Lifeworth Program guides people in the purposeful use of their three types of marbles to truly create a life worth living. Life becomes more interesting and takes on more meaning when we intentiaonally plan peak experiences temporarily outside of our comfort zone to live life more on purpose for ourselves and the benefit of others. The effective use of our Time, Talent and Treasure helps get us there.

Please contact us to arrange for an easy, introductory meeting.

Calgary Estate Planning Taxes and Wills

Personal Estate Planning Calgary, Alberta

1. RISK MANAGEMENT

2. INVESTMENT MANAGEMENT

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