You spend your whole life building a legacy and Estate Planning ensure that your legacy continues even after you pass. You need to figure out what to do with your RRIF’s, or if it is a good idea to put your adult children and joint owners on bank accounts or your principle residence to avoid probate. The reality of the situation in Canada is that each family is unique, and the law are not always clear. In many cases a family may need to use trusts, or insurance to ensure special assets like cottages or business are able to be passed down to the next generation because of large tax bills. You may also find out that you can avoid probate, or that avoiding probate would be a bad idea for your family. There is no one size fits all solution to estate planning, and we have the expertise to guide you and help you make the best decisions for your family, or the charity you care about.

We make estate planning easy, and provide you with guidance when seeking out other professionals like lawyers and accountants so that you are prepared. We also have unique and secure file sharing systems to make life easy for your executor or estate trustee.

You worked hard to build your wealth, let’s make sure it goes to the people and causes you care about.