@croweprivatewealth
Holistic wealth management & planning | Canada's Leading Women in Wealth đ
CPW in The Media: "How to deal with the financial repercussions after the sudden death of a loved one" (The Globe and Mail)
CPW in The Media: "How to deal with the financial repercussions after the sudden death of a loved one" (The Globe and Mail)
Darcie Crowe interviewed by The Globe and Mail on navigating the sudden death of a loved one or family member. If the deceased was a client, advisors can gather the important documents such as wills, powers of attorney for property and personal care, as well as insurance policies and have them ready for the executor and surviving family members when needed. âWe can get a head start on beginning the estate process,â she says. âThis may entail processing account rollovers as we are able or taking the lead on coordinating with beneficiaries, lawyers and accountants so progress can be made behind the scenes if that is the familyâs preference.â
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Should you work with a certified divorce financial analyst (CDFA?)
Should you work with a certified divorce financial analyst (CDFA?)
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We work with accomplished individuals and families to build and maintain the lifestyle and legacy they desire.  In The Media:â "LePoidevin Group - Wealth Management Done Differently", Wealth Professional Magazineâ  "How to deal with the financial repercussions after the sudden death of a loved one",
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