Financial Estate Planning

Essential planning for your family’s well-being.

Contact Cowan Financial Solutions

A thoughtful approach to the transition of your assets

Estate planning is an essential part of a complete financial plan. Having a proper plan in place can reduce the taxes you have to pay and speed up the transition of your assets. Financial estate planning is especially important if you have significant assets or complex holdings. You also get the peace of mind knowing your family won’t be burdened with costs and taxes when you pass away.

Our team of expert advisors will work with you to take care of the finer details related to estate management. Each individual’s planning needs are unique — we ensure that you feel secure knowing that you have a comprehensive plan in place to minimize your family’s responsibilities after your passing.

Our services include:

  • Will creation and asset distribution
  • Choosing an executor of your estate
  • Assigning guardians for any dependent children
  • Arranging insurance to cover costs, provide for your loved ones, and pass on assets
  • Designating a Power of Attorney to make key decisions if you are unable to

We’ll help curate the right financial estate plan that best suits your unique needs. Contact us today to get started.

Mutual funds and segregated funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other products and services are offered through Cowan Insurance Ltd.

Why partner with Cowan Insurance Group?

Expert advice

Someone who specializes in personal insurance will call you directly. Our expert advice means you will speak to the right person the first time.

Custom Coverage

Custom coverage specifically built for you means that Cowan will take the time to learn about your insurance needs.

Our Promise

Cowan is Canadian owned and independent. Your satisfaction is the only outcome we accept. Our clients are at the heart of everything we do and we care about what you care about.

Contact Us

Speak to a Cowan consultant today about how they can help you plan for a better future.




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Disclosure

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus and/or fund fact sheet before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. *Mutual Funds are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Cowan Insurance Group Ltd. Worldsource Financial Management Inc. is responsible only for mutual fund-related business activities conducted by its Registrants and is not responsible for any other business interests and activities undertaken by its Registrants or by Cowan Insurance Group Ltd. All information provided here is believed to be accurate and reliable, however, we cannot guarantee its accuracy and WFM will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only. This Internet Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. Worldsource website www.worldsourcefinancial.com.

Mutual funds and segregated funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other products and services are offered through Cowan Insurance Group Ltd.