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