learning Path

Getting Married

Intro Email
Congratulations! When couples get married it opens up the opportunity for some wealth planning that you may want to take advantage of. Over the next few weeks, I will send you some content around some opportunities you may want to consider as you join your financial life.
Week 1:
Wealth Planning Opportunities for Married Couples
Provides information on the type of wealth planning opportunities that become available when people get married.
Week 2:
Types of Insurance
Outlines the various types of insurance, with a quick description of each.
Week 3:
What to Think About When Writing Your Will
Outlines the factors that should be considered when making decisions around completing a will.
Week 4:
Tax Savings for Couples
Outlines the factors that should be considered when making decisions around completing a will.
Week 5:
How Couples Can Share Financial Responsibilities
Helps couples understand ways they can reduce the taxes that they pay by taking advantage of credits and deductions.
Based in Toronto, Ontario, Canada
contact@heyadvisor.ca