Helping you protect and transfer your wealth
Our ApproachEvery person is unique, and so every plan should be as well. An advisor will work with you to understand your financial goals and concerns, allowing us to guide you in the right direction for creating your estate plan. We will also work with your team of professionals—which may include a lawyer, an accountant and others you trust—to ensure a smooth plan that integrates with your financial and retirement plans.
What Does This Mean for You?A comprehensive estate plan gives you peace of mind by protecting, preserving and controlling your assets upon your death. Not only will you have the comfort of knowing that you have sufficient financial resources in place; you will also know that your wishes with respect to the distribution of property after your death are fully taken care of. The key documents in an estate plan includes a will, an enduring power of attorney, and any trusts you may have.
of Canadian adults do not have a will. A whopping 89% of Canadian adults under 34 years of age do not have a will. (Angus Reid, 2020)
of individuals are counting on money left behind in a will to help fund their future
Approximately $1 trillion in personal wealth will be transferred from one generation to the next in Canada between 2016 and 2026, according to estimates, with roughly 70% of that in the form of financial assets
Professional guidance: Leverage our experience and ensure your estate plan meets your goals.
Legacy: Support causes you’re passionate about while reducing the tax burden.
Control: Your trusted advisors for your estate planning needs.