Latitude Wealth Management
3600 - 4th Street SE T2G 2W3 Calgary, AB, Canada

It's ALL about you! https://latitudewealth.thelinkbetween.ca//needs-based-plan

Life Insurance 101 - Everyone knows about it but do you know the impact it can have?

The Marital Breakdown Program. Have you heard of it? This is first in a series of Video's highlighting available programs that are out there for everyone. Some you will be familiar with and others might surprise you. The topic today was brand new to us. In todays world we either know know someone who has been divorced or have gone through it ourselves. There are options out there. Please give this a listen and pass it on if you know someone it might be able to help. https://youtu.be/-8rMbZYEK4E

Did You Know...... If your business value declines, there are steps you can take today to reduce taxes later. During these unprecedented times, the value of your business or other assets may have dropped 10%, 20%, 30% or more. While this result can be devastating right now, a small silver lining may be that there are some steps you can take today to reduce future taxes. For example, estate freezes are common planning tools that may have particular value in the current econom...ic environment. The Estate Freeze - Learn more at the link below. https://latitudewealth.thelinkbetween.ca//if-your-business

We love this Video Assumption Life put together. If you currently have Mortgage Insurance through your Lender or Bank you may be over paying and not getting the value you should be. Here’s why this solution is better than mortgage insurance offered by your bank.... You choose the beneficiary and they choose how to use the benefit. Coverage stays, no matter where you bank. Fully underwritten at time of application, no surprise at time of claim. We work with several carriers to source the best options for you. Get in touch and see where we can help. https://youtu.be/rc1Zxkd34UA

Remember our investment accounts can be 100% principle guaranteed.