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 in keeping 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:
Build a legacy and support causes important to you, tax-efficiently, with several charitable giving strategies.
Please contact us today to find out how our team can help establish a bespoke estate plan.