Your Estate Matters
Episode 15 - How Professional Financial Advice Can Transform Your Estate Planning with Brian Brotherston
23 Dec 2024
In this week's episode, Nicole and Greg discuss the importance of financial planning and estate management with Brian Brotherston, an experienced financial planner and owner of Watershed Financial Solutions. Brian shares insights on how tailored financial advice can help Canadians navigate complex financial decisions, emphasizing the role of insurance, segregated funds, and trusts in effective estate planning. The conversation covers the benefits of professional guidance, the significance of starting early, and the importance of preserving wealth for future generations. The episode concludes with practical tips and resources for enhancing financial literacy and making informed financial decisions.--Follow Brian Brotherston:Website - https://watershedfinancial.ca/LinkedIn - https://ca.linkedin.com/in/bbrotherstonFollow Heritage Trust:Instagram - https://www.instagram.com/heritagetrustbc/Website - https://heritagetrustcompany.ca/ Get the Essential Estate Planning Checklist for Canadians:https://www.estateclub.ca/estate-planning-checklist
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