Thom & Associates
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    11 Estate Planning Myths That Hold You Back
    Jackie Ouellette
    • May 9
    • 8 min
    Estate Planning

    11 Estate Planning Myths That Hold You Back

    Don't put your family at risk. Learn about the most common Estate Planning myths and how to keep your family safe and ready for the future.
    Estate & Retirement Planning: How To Make The Most of Your Golden Years
    Jackie Ouellette
    • Mar 1
    • 6 min
    Estate Planning

    Estate & Retirement Planning: How To Make The Most of Your Golden Years

    It makes sense to take care of your Estate Plan while planning for retirement. It pays to work with a professional. Learn more.
    Executor Duties and Responsibilities
    Jackie Ouellette
    • Jan 20
    • 9 min
    Estate Planning

    Executor Duties and Responsibilities

    While many approach taking on the role of an executor as an honour and privilege, the duties and responsibilities of an executor can be...
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    • About
    • Investing & Saving
      • Segregated Funds
      • RRSP 101
      • TFSA 101
    • Estate Planning
      • Executor FAQ
    • Insurance Protection
      • Life Insurance
    • Make An Appointment
    • Blog

    Thom & Associates

    Financial Planners Inc.

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    312 - 1890 Cooper Road

    Kelowna, BC V1Y 8B7

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    Office: 250-861-RRSP (7777) 

    Fax: 250-763-2233

    TF: 1-866-525-RRSP (7777) 

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