Estate Planning

We offer qualified clients our complimentary Will and Estate consultation service.  A Will and Estate Consultant will meet with you to discuss structuring the succession of your estate in an efficient and tax-effective manner.

The consultation takes between one and two hours.  

The Will and Estate Consultant will provide you with a report that outlines the various estate planning strategies and recommendations discussed. These strategies can then be explored further, or acted upon as part of the drafting or amendment to your estate documents.

Estate Planning Guide (link

Advisor

Connie Freitas, BA, LL.B

Vice President and Will & Estate Consultant, RBC Family Office Services