Everything you need to know about estate planning


Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy and more.

It will help you cover off important topics such as: 

  • Creating valid and current Wills for all adults in the family
  • Evaluating insurance coverage
  • Understanding ownership structures (i.e. the use of Joint Tenancy agreements)
  • Realizing advanced estate-planning opportunities (i.e. the use of Living Trusts)
  • Planning charitable gifts

Make estate settlement faster


The Family Inventory Checklist is an invaluable tool designed to help families settle a loved one’s estate – without having to hunt around for important documents and information. It helps you gather together, in one place, details concerning assets, accounts, policies, legal contracts – and other information that may be required to settle an estate. It helps:

  • Identify the location of important documents
  • Denote the value of various personal assets
  • Consolidate a record of personal and business investments
  • Itemize real estate, life insurance and pension plan information
  • Keep track of Wills and Powers of Attorney

Solutions and strategies for protecting your assets, transferring your wealth and settling an estate


Helping you build and effectively manage your wealth and investments is just one of the ways we can help meet your needs. Using insurance strategies and other solutions, we can help you protect your wealth during your lifetime, preserve the value of your estate for your beneficiaries, and help you transfer your wealth to family members, a favourite charity or other beneficiary using tax-minimizing solutions.

Learn how we can meet the following estate planning needs:

  • Asset protection – to protect the value of your estate
  • Wealth transfer – to maximize the wealth you pass on using tax-minimizing insurance strategies and charitable giving solutions
  • Estate settlement – Learn how we can help ease the burden if you've been appointed as an estate executor

Our estate planning solutions could be ideal if you:

  • Want a way to grow your assets while guaranteeing a payout for your beneficiaries
  • Are concerned about protecting your estate's assets and your income in the event of a disability, critical illness or long-term care situation
  • Need a tax-effective way to transfer your wealth to your beneficiaries
  • Need a way to meet the tax obligations of your estate and other estate settlement costs without liquidating or eroding your estate's assets
  • Want to make a one-time or ongoing gift to a charity or not-for-profit organization
  • Have been appointed as executor for an estate and need assistance with some or all of your duties

To learn more about protecting your wealth, please contact us.