See what our client's have to say...

"My husband and I have been working with Wayne for seven years, through being free and single, to married with two kids, moving four times and eight job changes. Wayne and Andrea have helped our family make financial decisions, from RRSPs, TFSAs, RESPs and housing financing. We've been able to make great strides in our financial goals and appreciate their insights on the economy."

- Robyn.


Estate Planning

Ease the burden on your heirs with a properly prepared will.

When planning for your children’s future, it’s never too early to start. Whether your saving for their education, a deposit for a home, the means to buy their first car or to save for their wedding, family financial planning will help you accomplish your goals.

Estate planning is an essential part of wealth management and your Full Circle Financial Plan, particularly if your estate involves significant assets or complex issues.

When properly structured, an estate plan can reduce the taxes and expenses of your estate, simplify and speed the transition of assets to the next generation and ensure that your beneficiaries are protected.

Our Estate Planning Services include:

  • Review your Will / Estate Plan

  • Review methods of Transferring your Estate

  • Review implications of dying without a Will

  • Review Taxes at Death

  • Life Insurance

  • Review Personal Directives / Living Will

    *Only mutual funds activities are supervised by the Global Maxfin Investments Inc