Estate Planning

No one can predict the future with absolute certainty. But with a solid Estate Plan (part of your Wealth Management Plan) on your side, you can gain peace of mind knowing that the steps needed to ensure that your wishes for your family and estate are in place for the future.

By incorporating several key estate planning strategies, based on your current circumstances and intended objectives, we can help you plan for where your assets will go, and how smooth the transfer will be.  Additionally, we can devise strategies that help to reduce tax liability and/or provide funds to fulfill any residual tax liability.

As well, we can assess your need for various types of insurance for you and your family to protect against unforeseen circumstances.