Building an enduring plan for a lasting legacy

Estate Planning

Whether it’s providing income for a spouse, educating children or grandchildren or leaving money to your favourite charity, proper estate planning requires careful consideration of many factors to ensure that your assets accumulated over your lifetime are protected and preserved for the use you have intended.

Estate Planning will help you cover off important topics such as:

  • Creating valid and current wills for all adults in the family
  • Evaluating insurance coverage
  • Understanding ownership structures (i.e. the use of Joint Tenancy agreements)
  • Realizing advanced estate-planning opportunities (i.e. the use of Living Trusts)
  • Planning charitable gifts

QUESTIONS WE CAN HELP YOU WITH:

  • Will our wealth be a hindrance or a gift to our children?
  • Can we teach our children to respect our financial values?
  • How can I generate sustainable monthly income from my savings?
  • Can we minimize the impact of taxes on our estate?
  • Tips for retirees to help make moving from your family home or farm to a more manageable home easier. We call this downsizing and it can be an important step for many Canadians during retirement.

    Tips for Canadians Considering Downsizing in Retirement


Sophisticated wealth management