Best Plan Insurance & Financial Strategies – Important Documents

Important documents to consider for your financial, business, & estate plans:

  • Wills & Powers of Attorney (Healthcare + Property)
  • Cohabitational Agreements & Prenuptial Agreements 
  • Partnership & Buy/Sell Agreements
  • Financial, Retirement + Estate Plans
  • Proper beneficiary designations

Communicating ones wishes in writing can go a long way to avoid problems, delays affecting cash flow, unnecessary taxes & expenses down the road.


Where are all your important documents and information recorded?

We can help by providing a FREE PERSONAL RECORDS ORGANIZER:

  • Organize important information about your personal + financial affairs in ONE location.
  • If you pass away or a power of attorney is needed, this document can show the proper people where everything is located + who to turn to.

Take the next step and contact us! 



220 Viceroy Road Unit#16
Concord Ontario
L4K 3C2

PHONE: 905-532-0427
FAX: 905-660-1314