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Contact Information
ALAN
(604) 665-0666
FAX
(604) 718-3050
TOLL FREE
(877) 718-3026
LOUISE FRY
(604) 665-3102
PENNY YUAN
(604) 665-0684
SUKI CHAHAL
(604) 665-0750
 
Email
alan.rae@rbc.com
louise.fry@rbc.com
penny.yuan@rbc.com
sukhvinder.chahal@rbc.com
Branch
Richmond
 
Alan Rae Wealth Management Team
Vice-President & Director / Investment Advisor


 

The Family Inventory is an invaluable tool designed to help families settle a loved one’s estate – without having to hunt around for important documents and information. It helps you gather together, in one place, details concerning assets, accounts, policies, legal contracts – and other information that may be required to settle an estate. It helps:

Identify the location of important documents

Denote the value of various personal assets

Consolidate a record of personal and business investments

Itemize real estate, life insurance and pension plan information

Keep track of Wills and Powers of Attorney


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