Recent Cottage Life and Globe and Mail articles have highlighted strategies to ensure the successful transition of the family cottage to the next generation(s). While they provide good overviews and case studies, they cannot include the special conversations and insight required that is unique to Bruce Beach and your family.
I am offering a confidential, free, 30 minute discussion at your cottage to review your questions or plans to create a succession plan for your cottage. If you are looking to start a plan, have one in place and would like a second look, or don't know where to start, a brief review will help to solidify the priorities for your family.
As a Wealth Advisor with Assante Capital Management Ltd., I have successfully facilitated and established cottage transition plans for families for five years, and know the confidence and comfort it brings to have a transparent, funded strategy to allow for a successful cottage transition between engaged generations. I have obtained the FPSC Level 1® Certification in Financial Planning.
Please contact me confidentially at firstname.lastname@example.org, or 519-717-1760 to arrange a meeting this summer.
Please note that at our meeting I will not attempt to sell you any product or service - if there are gaps in your planning that I can address, and you would like to pursue a professional relationship, we can arrange a professional meeting at another time.
While my experience is primarily Canadian, many of the principles, questions, and processes can be used by US residents to discuss within your family and with your personal financial planner and/or tax specialist.
1. Cottage Life: Succession Strategies By Penny Caldwell, Early Summer 2018 edition www.cottagelife.com
2. Globe: https://tgam.ca/2KKDUxv