Pass it on

By planning for tomorrow, today, you can have peace of mind knowing that your loved ones will be taken care of when it matters most.

Creating and collaborating

We partner with Will & Estate specialists who help ensure your estate plan accurately addresses your objectives by recommending strategies and steps for structuring an estate in an efficient and tax-effective manner.

Post consultation, we’ll receive a report outlining various estate planning opportunities to explore in further detail with you and your personal legal and tax advisors. Our team – Chrenek Dion & Associates of RBC Dominion Securities – can then collaborate with your other advisors to implement the selected strategies to help you retain more of your assets, protect your estate, and leave a lasting legacy.

Over the years, our group will also be there to help ensure your estate plan is consistent with your objectives, which should be revisited every three to five years and at major life events such as marriage, separation, divorce and the birth of a child.

We’ll help create an estate plan that addresses matters such as:

  • Critical illness, disability and health-care costs
    Plan ahead to help ensure you get the care you need, when you need it, while protecting your family’s lifestyle.
  • Power of Attorney
    Select the appropriate Power of Attorney who can act in your best interest for financial and property matters.
  • Executor services
    Whether you’ve been named an executor for a loved one’s estate or are considering professional executor services for your estate plan, we can help.
  • Intergenerational wealth transfer
    Transfer wealth to the next generation while preserving the after-tax value of your estate.
  • Charitable giving

    Build a legacy and support causes important to you, tax-efficiently, with several charitable giving strategies.

  • Trust solutions
    Establish a trust to facilitate strategies such as income splitting, supporting loved ones, business succession, and charitable giving.
  • Insurance strategies
    Assess your needs and, if appropriate, recommend tax-exempt insurance products that help create and preserve wealth.

Please contact us today to find out how our team can help establish a bespoke estate plan.

Getting started

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Plan it

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Invest it

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Protect it

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Report it

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Spend it

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