“All the flowers of all the tomorrows are in the seeds of today”
By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a lasting legacy for your family. An estate plan can reduce the taxes and expenses of an estate, simplify and speed the transition of assets to the next generation and ensure that beneficiaries are protected. We will work with you to ensure that your estate concerns are addressed.

Common elements of an estate plan can include:
  • Valid and current Wills for all adults in the family
  • Different types of power of attorney for all adults in the family
  • Evaluation of insurance coverage (i.e. do you have sufficient coverage?)
  • Ownership structure (i.e. the use of Joint Tenancy agreements)
  • Planning for incapacity
  • Advanced estate planning opportunities (i.e. the use of Living Trusts)
  • Taxes at death
  • Planned gifting
  • Pre-planned funeral arrangements
As every clients circumstances differ, when necessary we can utilize the services of our in-branch Will & Estate Consultant for additional expert advice.
Donald Bell, Will & Estate Consultant

A graduate of the University of Winnipeg , Donald Bell received his Bachelor of Laws degree from the University of Manitoba , and was called to the Manitoba Bar in 1984. Donald is a practicing member of the Law Society of Manitoba and has also earned the Registered Financial Planner (R.F.P.), Chartered Financial Planner, Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) designations.

Donald Bell is a lawyer who has held senior positions with several investment and life insurance companies. He has extensive experience from both the head office and field perspective in the areas of wills, estates, taxation, insurance, financial and retirement planning. Donald provides analysis and development of advanced estate, tax, insurance and wealth planning strategies for high net worth clients, working in conjunction with their advisors.