Pass it on

By planning for tomorrow, today, you can have peace of mind knowing that your loved ones will be taken care of when it matters most.

Creating and collaborating

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.