Multiple Generations
At Brunelle Financial Planning Group Ltd., we know that multi-generational families have unique financial needs that span across different stages of life. Our goal is to provide tailored financial solutions that offer security, growth, and peace of mind for every generation, ensuring a lasting legacy for years to come.
Intergenerational Wealth Transfer
We help families create strategies to smoothly transfer wealth across generations, ensuring that assets are protected and passed down efficiently. Our focus is on minimizing tax implications while preserving your family’s legacy for the future.
Retirement Solutions for All Generations
From parents nearing retirement to younger generations just starting to plan, we offer customized retirement solutions for every stage of life. Our strategies ensure financial independence and security for all members of the family.
Education Funding for Future Generations
Providing for future generations’ education is a key concern for many families. We work with you to set up education savings plans, like RESPs, that ensure your children and grandchildren have the resources they need to pursue their academic dreams.
Insurance Protection for the Entire Family
Life’s unexpected challenges can impact everyone. We provide comprehensive insurance plans that protect your family’s financial stability, offering coverage for life, critical illness, and disability across multiple generations.
Tax-Efficient Investment Strategies
We offer tailored investment strategies that focus on building and preserving wealth across generations. Our tax-efficient investment plans help you grow your assets while keeping more of your money working for your family’s future.
Long-Term Estate Planning
Securing your family’s financial future requires careful planning. We guide you through the estate planning process, ensuring your wishes are honoured and your assets are distributed according to your values, helping to support your family for generations.