We understand that your financial
affairs are the farthest thing from your mind when you’re
dealing with the death of a loved one. However, when
you’re ready, there are some financial decisions
that will need to be made.
Your Member
Service Advisor can guide you through these decisions
in a caring and supportive way. Here are some of the
things you’ll discuss together:
- Do you need to seek legal advice?
- Are you acquiring money? If so,
how will you invest it or how will you manage it?
- Do you have joint accounts that
must be dealt with?
- Is there life insurance? What
about loan and mortgage insurance?
- Who are the beneficiaries of RRSPs
and RRIFs?
We have helped many members through
similar circumstances and hope that you’ll turn
to us for help when you need it.