Estate Planning
If any of the statements below match your circumstances, reach out to a financial advisor to get it sorted out. Don't have a financial advisor? Before you start your search, read about working with a financial advisor.

Source: Angus Reid 2019.
Investor Resources
This checklist, which explains a number of key areas the executor gets involved in and the steps involved after a loss, can be used to guide discussions with your loved ones.
This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. This information is not meant as tax or legal advice. Investors should consult a financial advisor and/or tax professional before making investment, financial and/or tax-related decisions.
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This content is for advisor use only. No portion of this content may be reproduced or distributed to the public. AGF Investments disclaims any responsibility for any advisor sharing this with investors.
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