Partners and Links
Bewley & Coltman Financial Services
would like to thank our partners:
Your Will Planning Workbook
A great deal of thought and planning needs to go into preparing your Will. Not only should you consider what your estate is currently worth, you should also consider your future sources of wealth. Click here to download a helpful will planning guide.
Home sweet home?
Buying a home has always played a major role in financial planning and has long been viewed as a dependable, long-term investment vehicle. While real estate certainly has a place in a well-diversified stable of assets, the table below demonstrates that, over the past 20 years, investments in Trimark Fund and Trimark Canadian Fund have dramatically outperformed real estate.