Thanh Bui, CFA

Director and Senior Investment Counsellor

Tel: 647-291-9727

Address

BMO Private Wealth
55 Bloor Street West
Toronto , ON
M4W 3N5
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Estate & Succession Planning

Estate & Succession Planning

Preparing Your Last Will and Testament

The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.