Discretionary Management  |  Advisory Services  |  Financial Planning  |  Investments  |  Estate Planning  |  Insurance  |  Premier Banking

Securing and protecting the value of your estate.

We’ll work with you to establish an estate plan that meets your needs.

Estate Planning

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 tax-effectively transfer your wealth to family members, a favourite charity or other beneficiary.

Explore how we can meet your estate planning needs:

  • Asset protection: protect the value of your estate through living benefits insurance, segregated funds and insured annuities.
  • Wealth transfer: maximize the wealth you pass on using tax-effective 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, or are considering naming someone as executor.

Our estate planning solutions could be ideal if you:

  • Want a way to grow your assets while ensuring 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
  • Are looking to appoint an executor for your own estate or have been named as executor for an estate and need assistance with some or all of the executor duties