Proper estate planning gives you confidence and peace of mind
The truth is that many Canadians do not have any form of estate plan in place. We get it, thinking about the future is difficult for all of us. But failing to create a plan can place undue stress and financial burdens on your loved ones. Our estate planning team can guide you on how you can best position your estate when it comes to taxation. It’s an essential part of any estate plan that will help protect your legacy for future generations.
How we can help:
Asset consultation
Identify asset, accumulated wealth and the ultimate tax implications to your estate. We can also identify steps you can take to protect family assets now.
Estate taxation strategy
We'll help you understand taxes that will be paid upon your passing so that you can plan accordingly.
Protect your wealth
We can advise on additional steps you can take now to ensure your estate plan is working for you and your family to protect the wealth you have built.
Comprehensive services to meet your needs:
- Establishing/utilizing family trust
- Planning strategies after retirement or upon death
- Planning to reduce or eliminate the probate process
- Tax-efficient life insurance recommendations
