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  • Victoria
    1175 Douglas St Ste 1000 Victoria, BC V8W 2E1 T: 250.405.2429
    Map and Directions Map and Directions
  • Stony Plain
    4310 33 Street Suite #118 Stony Plain, AB T: 780.399.5552
    Map and Directions Map and Directions
  • Edmonton
    2300-10060 Jasper Avenue Edmonton, AB T5J 3R8 T: 780.399.5552
    Map and Directions Map and Directions
Heart Wealth Management GroupHeart Wealth Management Group

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
Always here for you
Heart Wealth Management GroupHeart Wealth Management Group
  • Victoria 1175 Douglas St Ste 1000 Victoria, BC V8W 2E1
  • T 250.405.2429
  • Map & Directions
  • Map & Directions
  • Stony Plain 4310 33 Street Suite #118 Stony Plain, AB
  • T 780.399.5552
  • Map & Directions
  • Map & Directions
  • Edmonton 2300-10060 Jasper Avenue Edmonton, AB T5J 3R8
  • T 780.399.5552
  • Map & Directions
  • Map & Directions
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