ERG WEALTH | VANCOUVER
Plan Beyond Today, With the People You Care About in Mind
For families and business owners thinking about beneficiaries, dependants and the continuity of their wishes.
Financial Analysis - Complementary SessionTHE QUESTIONS THAT MATTER
Start with the decision, not the product.
A policy beneficiary, a will and business ownership arrangements may not tell the same story. Reviewing how those pieces connect can reveal important questions before a difficult transition.
Discuss your prioritiesOUR APPROACH
A clearer conversation, step by step.
Clarify your intentions
Discuss the people and causes you want to support and the obligations you want considered.
Review the insurance connection
Explore how life-insurance benefits and beneficiary designations may relate to liquidity and legacy goals. Policy ownership and the recipient of benefits matter.
Coordinate estate documents
Have a lawyer address wills, trusts and provincial estate law and an accountant address tax implications. Insurance conversations do not replace those services.
THE FIRST CONVERSATION
Your priorities come first.
During a Financial Analysis - Complementary Session, discuss your goals, the decisions in front of you and the questions you want answered. Confirm the meeting’s duration in Calendly before booking.
The conversation helps identify next steps, the professional scope required and any specialist advice to coordinate. Confirm fees and product terms before proceeding; a booking does not commit you to a product.
Contact ERG WealthCOMMON QUESTIONS
What you may want to know.
Can ERG Wealth prepare my will?
No legal document-preparation service is offered here. Consult a qualified lawyer for your will and estate documents.
Does naming a beneficiary replace a will?
No. Beneficiary designations and a will address different issues and should be reviewed together with qualified legal advice.
Are insurance benefits always tax-free?
Most amounts received following death are not reported as income in Canada, but individual policy, ownership and estate arrangements require qualified review.
THE NEXT STEP
Let's talk about your financial goals.
Discuss your family, business and future priorities. Check the available meeting duration in Calendly before booking.