Asset protection, wealth transfer and estate settlement solutions

A Will and estate plan can be more than a set of directions for executors and loved ones; proactive estate planning can provide the peace of mind knowing that your wishes will be carried out and your loved ones taken care of.

Our estate planning solutions could be ideal if you need help:

  • Investing your assets while guaranteeing a payout for your beneficiaries
  • Maximizing the wealth you pass on to your loved one through tax-minimization strategies
  • Replacing your income in the event of a disability, critical illness or long-term care situation
  • Transferring your wealth to your beneficiaries tax efficiently
  • Providing liquidity to help meet the tax obligations and costs associated with settling your estate
  • Determining the most effective way to give to the charitable causes you support
  • Managing executor or Power of Attorney duties

To learn more about protecting and transferring wealth, please contact us.

When should you review your will and estate plan?

Maximizing the value of your estate

From reducing taxes to ensuring your wealth transfer goes through smoothly for your loved ones, there are several strategies to build a careful estate plan custom to your situation, and we can help.

Watch this video and discover several tips for creating a tax-smart estate plan.

Stephanie Woo, CIM, FMA

Portfolio Manager & Wealth Advisor

604-257-3234 | Email me

Heather Esposito

Associate Advisor

604-257-2567 | Email me

For more information on how we can help you reach your financial goals, please complete the form below. Required fields are marked with an "*".

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