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Mature Families

Mature Families

Who's this for?
Benefits
Who's this for?
  • Age 45 to 54
  • Established in career
  • May have older children
  • May be in peak earning years
Benefits
  • Paying off mortgage
  • Reduce all debts
  • Saving for retirement
  • Staying on budget
  • Reducing income tax
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  • Disability
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  • Make a will
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Latest News

Preserving an Estate

June 12, 2012import

You’ve done a good job accumulating assets and establishing your financial security.  These assets will funnel down to the next generation, but at what value? What will the tax consequences be?  Will these assets pass directly to your intended beneficiaries,…

Protecting Your Business

January 16, 2012import

While most business owners realize the benefits of corporate-owned insurance, many do not realize that flexible life insurance products such as universal life can provide them with the protection they need as well as a source of cash for business…

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Contact Us

Gregory A. Smyth CLU, Ch FC
GSI Estate & Retirement Planning
admin@gregsmyth.ca
(587) 999-9555
6327 Bowness Road NW
Calgary, AB
T3B 0E4

About

With over 40 years of experience and connections with other professional advisors, Greg is well-positioned to help individuals and corporations with their various financial needs.

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