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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.

How We Can Help You

There are a number of different ways we can help you effectively plan for your estate:
Reviewing your estate documents
Tax-efficient investing for your estate
Donating to charities on your estate’s behalf
Facilitating communication between estate parties
Assisting beneficiaries in understanding their roles

Explore other services

As a full-service wealth management firm, we offer a range of solutions to meet your unique needs.

Contact Us

Let us know how we can assist you.

Our Offices

Westmount Head Office
Montreal – West Island
Montreal – South Shore
Calgary

Westmount Head Office

Address
4420 St. Catherine Street W
Westmount, Quebec H3Z 1R2 Canada
Telephone
514-934-0586
Telephone
1-800-811-0527

Montreal – West Island

Address
6500 Trans Canada, Suite #140
Pointe-Claire, Quebec H9R 0A5 Canada
Telephone
514-697-0035
Telephone
1-800-811-0527

Montreal – South Shore

Address
Centre Complexe Dix30
1040 Rue du Lux, Suite 410
Brossard, Quebec J4Y 0E3 Canada
Telephone
450-321-0001
Telephone
1-800-811-0527

Calgary

Address
1333 8th Street SW, Suite 302
Calgary, Alberta T2R 1M6 Canada
Telephone
403-228-2378
Telephone
1-800-456-0949
Founded in 1986, Rothenberg Wealth Management is a leading investment firm and trusted wealth management partner for families, individuals, their affiliated business and condominium corporations.
© 2024 Rothenberg Wealth Management Inc. All Rights Reserved.
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