Estate Planning

Looking for assistance with Estate Planning?

At Fralick Financial & Insurance Inc. we work with a team of lawyers, accountants and tax specialists to provide you the best holistic estate planning advice.


We provide estate planning for individuals and business owners.


Estate Planning Solutions:

  • Planning of wills and power of attorneys
  • Assistance in the appointing of trustees and guardians
  • Establishing Family Trusts
  • Tax Planning

We offer business owners and professionals assistance in estate planning using many different stategies such as:

  • Estate Freezes
  • Family Trusts
  • Will Planning
  • Insured Retirement Programs
  • Utilizing Capital Dividends



Please contact us for more information on the Estate Planning Solutions we have to offer. 




What our clients have to say:

"Mike is not only a great Financial Advisor but also someone that actually and truly cares about his clients. He works at finding the best solution for your situation and he treats his clients` matters as if they were his own."
Jean Guibault – International Sales for VELSOFT Inc.

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© Fralick Financial and Insurance Inc. is an incorporated financial services and insurance brokerage operating in Canada. Copyright 2009 Fralick Financial and Insurance Inc. All rights reserved.