What you’ll receive

A plain-language session for the two of you, and a written summary you can both keep — so nothing depends on one person’s memory.

Every account, policy and property in one written list
What passes straight to a spouse, and what waits for probate
How the household income changes — and by how much
The tax owing at death, so it is never a surprise
Who to call, and in what order

Nothing to prepare. Bring whatever you have — statements, policies, a shoebox. Sorting it out is the job.

In most couples, one person handles the money. The other trusts them to, and that works right up until the day it cannot. This is the conversation that means your spouse is never left piecing it together alone, during the worst week of their life. It is far kinder to have it now, out loud and together, than to leave it in a drawer. The $750 briefing covers it in one sitting, and you both leave with it in writing.

"Finally, an advisor who explains things clearly and doesn't make me feel like I should already know everything. Joanne is the real deal."

Kim S. — Saskatoon, SK

Ready to book? Place yourself in our schedule and pay the $750 securely with Helcim. It is applied to your final invoice, and refunded in full if we decide not to proceed.

Book Your Briefing

Tell me a little to begin, and I’ll be in touch to arrange a time that suits you both. You can pay the $750 on the next page. All fields marked ✦ are required.

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Your spouse’s first name (optional)

Do you have a current will? (optional)

What do the two of you own? ✦

Registered
RRSP / TFSA / RRIF

Non-Registered

Home

Rental
Property

Corporation

Life
Insurance

Pension

Other

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Thank you, . You can pay the $750 on the next page. I’ll be in touch shortly to arrange a time that suits you both.

Would Your Spouse
Know What to Do?

So your spouse is never left guessing

Book Your Briefing

Request received.

Would Your SpouseKnow What to Do?

So your spouse is never left guessing

Book Your Briefing

Request received.

Would Your Spouse
Know What to Do?