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Estate Services
One way to safeguard your wealth is with estate planning and having the appropriate trust and estate administration services in place. We are here to ensure you and your family are securely protected.
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Legacy Planning

The first stage of estate planning is preparation. We listen to you and create a comprehensive plan that sets out how you will transition your wealth. We also offer guidance on tax strategies to maximize your family’s wealth over time, managing assets, setting up trusts, and developing estate plans that cross jurisdictions. Plus, we help you answer some common questions such as:

  • How will my wealth and possessions be distributed?
  • Can I preserve even more of my wealth for my heirs with a trust fund?
  • How can I ensure that my financial and digital assets, mementos and heirlooms are easily located?
  • How can I make things easier for my loved ones during what may be a difficult period?
  • Who will ensure that my ultimate wishes are carried out after my death?


Preparing a Will 

A Will names the person who will be responsible for carrying out your wishes and the distribution of your assets and to ensure your property will be distributed to your named beneficiaries according to your wishes.

Without a Will, the provincial rules of intestacy will dictate the distribution within your family and bloodlines. Unfortunately, that would operate without the benefit of your legally binding wishes, let alone any final thoughts or moral guidance from you. Our team can provide assistance developing your Will and ensure... 

Setting up a Trust

A trust could be a useful tool to incorporate in your estate strategy. That's because trusts can provide potential benefits, like control, incapacity protection, potential probate avoidance and tax planning opportunities. But there are numerous types of trusts – and reasons why each type could make sense for you. Our advisor can help you start this process by working to identify and prioritize your goals and then coordinating your team of tax and legal professionals.

Other Resources

Settling an Estate

As a beneficiary of a loved one's estate, it's essential to understand your role and what to expect during the settlement process. 
Beneficiary Role
When you are the beneficiary of the estate, you are entitled to the following:
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The Executor
When you work with the executor, remember their main job is to ensure your loved one's final wishes and provincial law are followed.
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Inheritance 
A financial advisor will help you prioritize your goals and help you plan to use your inheritance in a way that best suits your situation.
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Our Estates Services team is here to guide you through your planning. 
Have questions? Fill out the form below and we'll be in touch soon.

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