KOEL’S NOTES
Estate Freeze

KOEL’S NOTES
Vacation Property

KOEL’S NOTES
Sale of Business

KOEL’S NOTES
Optimize Charitable Giving

KOEL’S NOTES
Incorporating Professional Practice

KOEL’S NOTES
Private Health Spending Accounts

Wealth Planning Guides

The material presented on this page is general in nature and provided for information purposes only. It is subject to change without notice. Every effort has been made to compile this material from reliable sources however; no warranty can be made as to its accuracy or completeness. This material is not intended to constitute an offer to buy or sell products or services and should not be construed as providing individual financial, investment, tax, legal or accounting advice. You should seek professional advice before acting on the basis of information herein. CI Private Wealth is a division of CI Private Counsel LP. and is an indirect wholly-owned subsidiary of CI Financial Corp. CI Private Wealth is a registered trademark of CI Investments Inc.