top of page

Estate planning should be a financial priority at almost any stage of life, young or old, and regardless of level of wealth.



Despite the well-known saying, life, death and tax planning remains unfamiliar to many.

The estate planning process can be tricky to navigate, and as result many Canadians tend to delay or even postpone this essential element of a successful financial plan and overall wealth management.

However, a motivating factor can be to protect loved ones who ultimately land in charge of your estate. Ensuring your wishes are up-to-date, properly recorded, and accurately communicated with your heirs can be achieved in a few simple steps. Drafting an official Will and Power of Attorney is the starting point to a comprehensive estate plan. 

Estate planning can reduce taxes and expenses associated with an estate. Unnecessary taxes and timely court proceedings can quickly erode your estate funds. A proper estate plan can also simplify and speed the transition of assets to the next generation, ensuring beneficiaries are protected. Interested? Let's talk.

bottom of page