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August 2018 Book a Meeting
 
 
Important News!

There are going to be major changes coming to how we do business and my staff and I are very excited about it.

We are finalizing some details and over the next few weeks we will be sharing more info with you.

Please keep an eye out for more detail – we think that you will be very pleased with the new direction our business is embarking on.

Talk to you soon,

Vince

   
 
Financial Action Plan for Newlyweds

John and Jane had spent many months planning for their special day. They had also budgeted and spent many thousands of dollars to celebrate their wedding. Now what?

Since John and Jane have made a for richer or poorer commitment to each other, it’s time to do something about it; and they need to start right away. Following is a list of the primary areas that will need their immediate attention:

Get your wills made - Unless they had wills prepared in anticipation of their marriage, any wills John and Jane did have automatically became invalid* the moment they said ’I do.’...

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How to Make Your Heirs Hate You

Your death will create problems. There will be three types - emotional, legal and financial. You can do certain things now, while you’re alive, to reduce or increase these problems and make your heirs either love you or hate you.

Emotional Problems

You can increase the emotional upset after your death by leaving your affairs in a mess. Hide your will, or better still, don’t make one. Have a number of secret bank accounts and investments.

Keep the records of your assets and liabilities scattered in so many different places that...

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Culliton Cerullo Financial Services
420 Weber St. N. Unit E - Waterloo, ON N2L 4E7
Ph: (519) 725-8311
 
 
There is only one happiness in this life, to love and be loved.
 
George Sand