Wealth without Borders
The purpose of this quarterly newsletter is to share cross-border wealth management news and insights with our cross border clients and colleagues.
At Steele Wealth Management, we’re here to make estate planning a positive, life-affirming endeavour that leads to the preservation of your family values. Consider adding a Transfer on Death (TOD) agreement to your RJLU investment accounts as part of your overall cross-border estate plan. A TOD agreement is easy to implement and avoids the probate process.
