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Estate Planning

May 25, 2020

Developing a plan to transfer your property from one generation to the next or within a generation.

Related Articles:
  • Bio - Paul Edmond
  • Concepts - Tax Minimization Through Gifting
  • Concepts - Estate Planning Guidelines
  • Home
  • The Planning Process

Contact Us

Edmond Financial Group
420 Academy Road
Winnipeg, Manitoba R3N 0B9

Reception (204) 478-8500
Toll Free 1-866-478-8500
Fax (204) 488-6575
Email efg@efgi.com

Office Hours

Monday to Friday, 9am – 5pm

We know that our clients have busy lives and schedules. At your request, we can offer a range of appointment times to suit your schedule. Please contact our office to schedule your appointment.

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Wealth Accumulation, Consolidation & Preservation
Custom Designed Insurance Solutions
Group Benefits & Retirement Savings Plans
Solutions for Business Owners

Serving our clients and supporting our community since 1989

Partners and Memberships: Quadrus Investment Services Inc.; Financial Horizons Group; Registered Deposit Brokers Association; Financial Investments Western Ltd.; Advocis - The Financial Advisors Association of Canada; Canada Life Securities

Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission

Insurance products, including segregated funds, are offered through The Canada Life Assurance Company, Manulife, BMO Insurance, Equitable Life Insurance Company of Canada, Empire Life, Sun Life, IA Financial Group, Canadian Protection Plan, Ivari Insurance, Olympia Benefits, Morneau Shepell and Medi-Quote Insurance Brokers. Edmond Financial Group advisors offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Any activity in relation to the corporate titles of President or Associate Advisor of Edmond Financial Group is related to insurance business only and is not the business of or under the supervision of Quadrus Investment Services Ltd.

Edmond Financial Group is a member of Advocis, The Financial Advisors Association of Canada.

Edmond Financial Group is a member of the Conference for Advanced Life Underwriting.

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