- 58% of Canadians do not have a current Will
- Only 10% of Canadians give to charity through their Wills
- Billions of dollars are needlessly being transferred to the government through capital gain and income taxes
- Often current estate documents overlook the tax advantages of charitable giving
Committed to a Common Vision
- To integrate your Christian worldview and values into your plan today
- Your plan will promote family harmony and avoid conflict over family assets, heirlooms and expectations
- To prepare the next generation
- To reduce taxes and fees at passing
Working with the estate specialists at Advisors with Purpose will answer questions about your estate and craft a plan of real significance and real impact.
- Ministry Legal Name: Messianic Vision Canada Inc
- Ministry Address: PO Box 345, Barrie ON L4M 4T5
- Ministry CRA Registered Charity Number: 861338135 RR0001
Is this service really free?
Yes! There is no cost or obligation for the consultation. This is our gift to help you plan wisely for your future and create a legacy that reflects your values.
How long does the consultation take?
Initial consultations typically last 45-60 minutes. The specialist will take the time needed to understand your situation and answer all your questions thoroughly.
Is my information kept confidential?
Absolutely. All discussions are completely confidential. ADVISORS with Purpose operates under strict professional standards to protect your privacy.
Do I need to have my documents ready?
No preparation is needed for your first consultation. The specialist will guide you through what information would be helpful for future planning.
Am I obligated to include Messianic Vision Canada in my estate plan?
Not at all. This service is offered to help you create a plan that reflects YOUR values and priorities. Any charitable giving decisions are entirely up to you.
What if I already have a Will?
That's great! A specialist can review your existing Will to ensure it still reflects your current wishes and takes advantage of all available tax benefits.
Who is ADVISORS WITH PURPOSE?
Advisors with Purpose is part of the family of ministries of Financial Discipleship Canada. They are committed to serving donors and charities by working in partnership to provide specialists who can help people through a strategic estate planning process.
Is this only for the WEALTHY?
Most of us are unaware of the tax implications of our RRSPs, life insurance, vacation homes and other assets. Estate Planning is for everyone and isn't just about assets, but also includes things like the selection of your executor, guardianship of children, power of attorney, talking to your family, and making sure you have everything in order.
Will Messianic Vision Canada get a copy of this PLAN?
No - this is a confidential process and Advisors with Purpose will never share personal information with anyone.
Will Advisors with Purpose write my will?
No, they will not write your Will but the estate plan you receive from your estate specialist will give you the information you need when meeting with your lawyer or using an online platform to complete your Will.
Does Advisors with Purpose work with people anywhere in Canada?
Yes, they can work with anyone across Canada. All meetings are done by phone or zoom.