Partners and Providers
Working together with only the best partners and providers-building on their strengths and capturing leading edge expertise-is an all-round winning strategy for Capital Estate Planning to achieve our goal of delivering quality products and services to our clients.
As an independent firm, we can shop the marketplace for the best rates, returns, and coverage. We are proud of the relationships that we have built with our trusted partners and providers and we are confident in their products and services.
- MGI Financial Inc. - our dealer for individual mutual fund and investment products
Winners of the 2007, 2008 and 2009 Consumer's Choice Award for Business Excellence, MGI Financial Inc. provides superior service upon which we can depend and trust. With MGI Financial Inc., Capital Estate Planning provides the most suitable products from a variety of suppliers and keeps the focus where it should be: on you. - Group Retirement Services - provide the administrative services and statements for the Group RRSP
Winner of the 2006 Philanthropy Award for Outstanding Corporation, Group Retirement Services (Great-West Life, London Life and Canada Life) is a leading provider of flexible and innovative programs helping Capital Estate Planning to deliver tailor-made solutions. - W. Dale Somerville Professional Corporation
An accounting firm specializing in taxation and estate matters with expertise in deceased final income tax returns. To learn more about the services provided by W. Dale Somerville Professional Corporation, please visit
their website
. - Turning Point Law - Andrew & Paul McLaughlin
A Wills and Estates law firm located in Sherwood Park, committed to help clients find peace of mind Visit the Turning Point Law website for
information packages on Wills, Personal Directives and Enduring Powers of Attorney.
Our relationships with our partners and providers work to enrich the products and services offered by Capital Estate Planning to you, our client. That-s a win-win-win all the way around.
Keep Your Plan in Mind When developing your financial plan, it's important to define your goals beyond simply "becoming wealthy". Envision the kind of house, car, vacation destinations, and lifestyle you desire. Then, build your portfolio with this image in mind. Learn more
en-cour-age: To inspire with courage, hope, or confidence.
Long term investment success consists of dreams, dedication, and the belief it can be achieved. Let your portfolio be your encouragement - growing and evolving as you do.
Questions? Contact a member of our team