Perspective – Estate Process Part 5 : Preparing the Next Generation

Estate Process – Part #5 This may be the most important objective as you establish an estate process! Preparing the next generation. You have spent a lifetime providing for your family and your retirement financial needs.  To just dump your hard-earned assets after you and your spouse no longer need them without sufficient direction does […]

Perspective – Estate Process Part 4 : Practical Steps

Estate Process – Part #4 As the Estate process continues, consider some of these practical steps that may help achieve a desired & efficient transfer of estate assets. SOME PRACTICAL STEPS Some good, cost-effective estate planning can be achieved through the following opportunities. The key here is to determine the most appropriate and tax efficient […]

Perspective – Estate Process Part 3 : Estate Issues & Action List

Estate Process – Part #3 In this third part of the series on the Estate Process we will start to outline some specific areas everyone should consider before it is too late. This series is meant to be a general explanation of estate issues and help you to generate an action list. Each person needs […]

Perspective – Estate Process Part 2 : Estate Preparations

Estate Process – Part #2 Further to the last Perspective, this is the second in the series on Estate Planning issues everyone needs to prepare for.  Since the beginning of time, living beings have come to the end of life.  Because no one will avoid this event, it is prudent to be prepared and to […]

Perspective – Estate Process Part 1 : Estate Planning Process

Estate Process – Part #1 If there ever was a topic that most want to avoid…it is the planning process for the settlement of your estate. The reason for the neglect could be because of the following realities: ”I will die!”, “I will take nothing with me!”, “I will probably die at a time I […]

GIC Clients From Scugog Financial

Brian J. Evans Financial Services Inc. (Evans Financial) has reached an agreement with Scugog Financial to take over the management of their deposit (GIC) client assets.  Michael Konopaski and Megan Irwin, (pictured from left) have been looking after their client’s GIC investments for several years now. Evans Financial continues to assist clients in the GTA […]

Perspective – Borrowing & Debt

April, 2021 “I didn’t even know what I needed until I went to the Mall!” We might laugh at that comment, albeit a little nervously! We all know that is so true in our own lifeexperiences. We have heard the ad tell us that “You deserve a break today!” or “You owe it to yourself!” […]

Perspective – What is Really Important in Life?

March, 2021 What is really important in life? Take a few moments to consider the actions of those in the world. Some run here and there, setting goals forholidays, bigger houses and fun toys. Some are busy making sure they are getting home on time with refreshmentsfor the game. Some are preoccupied trying to plan […]

Perspective – Opportunity or Rags to Riches

February, 2021 Rags to Riches!! How often have you heard a story like this? You know, people that arrived in Canada, the land ofopportunity, with only 2 dollars in their pocket. Now, because of their generosity, they have wings of hospitals orperforming arts centers named after them. These people came to our country to find […]

Perspective – Understanding Stewardship

January, 2021 Regardless of what you believe…that the world began after an explosion in the universe or that a Designer and loving Sustainer created our home in the vast universe…it can at least be agreed that there was a beginning to the earth we live in. As a second fact and as far as we […]