Estate Planning with Moya Wealth's Certified Financial Planner Taras Komarnytski

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Moya Financial Matters

Business


Greetings and welcome to “Moya Financial Matters” brought to you by Moya Financial Credit Union in Toronto, Canada.   This podcast is not intended to provide financial or financial planning advice.In this episode we’re picking up the conversation from the recent Moya Financial Wealth live stream where after an introduction by Sasa Recnik, Moya Financial marketing lead I chat with Taras Komarnytski who takes us through a session on one of the most important set of financial decision you can make -estate planning.    Estate planning is vitally important to ensure that an individual’s wishes are respected, and that family and friends are appropriately cared for.  Without professional help, it’s easy to make mistakes when estate planning. Many people never realize the implications of these errors, and unwittingly leave a mess for their family and friends to sort out.Taras takes us through both the tax and non-tax tactics and strategies, utilizing a few common scenarios and then takes questions from our live audience. Let’s listen in now!***************Moya is proud to offer the services of Certified Financial Planner Taras Komarnytski, who brings more than 10 years of experience to our team. With a background in investing, tax planning, business planning, credit, and cash flow, Taras is able to provide a broad range of valuable insight and advice. His knowledge is further supported and enhanced by an extensive professional network. Financial planning is an ongoing, dynamic process. Taras will be there with you every step of the journey, utilizing a plan tailored to your specific needs, and helping you meet your unique goals and objectives.A reminder to everyone, between online banking, an extensive ATM network near you and across Canada, a great mobile app for your phone or tablet, Moya Financial has your banking needs covered, safely and securely.   And the professionals at Moya are always just a phone call away.Be sure and tune in on a regular basis on Apple iTunes or your favourite podcast platform for more episodes of Moya Financial Matters -  please rate and review, and be sure and recommend to a friend or colleague in the Slovenian community and beyond - anyone who is looking for a no-fee alternative to the big banks and wants to feel like more than a number, when they deal with their financial institution.   To learn more visit us at www.moyafinancial.ca. I’m your host Michael LeBlanc, and until next time, stay safe!