Estate & Legacy Planning

Please note that Estate & Legacy Planning services are not regulated by CIRO.

When it comes to planning for the future, there are few things as important as Estate & Legacy Planning. What makes our approach to Estate & Legacy Planning different is our careful planning to ensure minimal taxes upon death and to prevent estates from being tied up in courts for months or years.

Your Estate & Legacy

Do I have enough assets to consider estate planning?
How can I be sure that I will have enough money to live comfortably & still leave some to my children or other loved ones?
How can I protect my estate from income taxes?

Estate & Legacy Planning is an important part of a financial plan that often gets overlooked or put off due to its perceived complexity or uncomfortable nature. However, properly managing and securing your assets and ensuring they are distributed according to your wishes after you pass away can provide tremendous peace of mind and protect your loved ones from unnecessary stress and confusion in the future.

Our Approach to Estate & Legacy Planning

We understand the sensitive nature of Estate & Legacy Planning. With compassion, knowledge and transparency, we work closely with you throughout the process of effectively planning for your estate.

Our Wealth Management Advisors take a comprehensive approach to Estate & Legacy Planning that involves managing your assets, minimizing taxes and distributing your wealth in accordance with your wishes. By creating an estate plan, you can protect your loved ones from unnecessary financial burdens and potential disputes.

Whether you’re a young professional starting your career, a family with children, or someone nearing retirement, Estate & Legacy Planning is relevant to individuals of all ages and stages of life.

Our Expertise