Tax & Estate

In our experience, one of the most overlooked areas is Tax & Estate Planning. Far too much of your hard earned money is going to the government now, as well as when you pass away. As part of your Financial Footprint program, we will utilize many ongoing strategies to ensure that you pay as little tax as possible.


Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Financial Footprint Wealth Management.
Financial Footprint Wealth Management Disclaimer