Estate Planning

As the years go by you most likely will become more concerned with what portion of your assets will be left to your family members. Named beneficiary appointments, joint ownership, avoidance of Probate Fees, Planned Giving, RRIF Insurance, Capital Gains taxes, Estate income taxes, amongst others are all issues that a properly structured Estate Plan needs to address. We work in concert with other local professionals (accountants and lawyers) to ensure your concerns are addressed and that the maximum value of your Estate is preserved.

Investment & Retirement Planning

Insurance

Savings & Banking