Estate Planning

Estate Planning

E state planning is an essential part of wealth management, particularly if your estate involves significant assets or complex issues. When properly structured, an estate plan can reduce the taxes and expenses of your estate, simplify and speed the transition of assets to the next generation and ensure that your beneficiaries are protected.

Your Estate Planning Team

Dave Antonucci

Dave Antonucci

Certified Financial Planner

Contact: 905-664-2266 ext 242

Email: dantonucci@tripemco.com

Geoff Burman

Geoff Burman

VP Tripemco Financial
Kevin Flintoff

Kevin Flintoff

Employee Benefit Consultant

Insurance Company Partners