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HomeWealth ManagementPEAK companions with Willful to empower advisors

PEAK companions with Willful to empower advisors

The platform helps customers identify essential roles of their will, resembling executors, beneficiaries, and guardians, by guiding them by a collection of questions on their private state of affairs. It then presents a choice of custom-made PDF paperwork that can be utilized in accordance with provincial rules.

Willful, which is accessible in eight provinces, gives the one absolutely digital notarial will in Quebec and, because of a collaboration with Docusign, additionally gives digital will execution in BC. The platform additionally permits Canadians to create an inventory of property for his or her executor and to document their needs for a funeral and burial.

PEAK Monetary Group has devoted itself for 30 years to bettering individuals’s high quality of life by extra unbiased and impartial financial administration. Property planning is a frequent matter of dialog with shoppers for PEAK advisors, who present monetary recommendation to greater than 150,000 traders throughout Canada.

Learn extra: PEAK Monetary Group reaches new AUM document

“PEAK advisors pleasure themselves on offering unbiased monetary recommendation to shoppers throughout Canada, and our objective is to empower them with one of the best options to make an actual distinction of their shoppers’ lives,” mentioned Robert Frances, president and CEO of PEAK Monetary Group.



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