(604) 535-4736

 

Estate Planning

Estate planning is difficult to think about, but vital to your overall financial plan. Your estate plan can protect your estate and intended beneficiaries from expensive legal costs, competing interests and unnecessary taxation. These are reasons enough to give it some serious consideration. We have the knowledge, resources and team of experts to help you develop a plan that offers greater peace of mind for you, your family and your beneficiaries. Give us a call today to find out how we can assist you.

 

Tips for Protecting the Inheritance you Leave Behind

.pdf

Protecting the Inheritance

 

Taking Control of your Estate

.pdf

Taking Control of your Estate

 

Drafting Your Will Handbook

.pdf

Drafting Your Will Handbook

 

Estate Freezes

.pdf

Estate Freezes

 

Estate Legalities Explained

.doc

Estate Legalities Explained

 

Estate Planning Handbook

.pdf

Estate Planning Handbook

 

Executors And Their Duties

.pdf

Executors And Their Duties

 

Planned Giving Opp

.pdf

Planned Giving Opp

 

Wills and Power of Attorney

.pdf

Wills and Power of Attorney



Resource Library

TSX Market Activity

TSXDow JonesS&P

Individual Investment Planning

Retirement/Estate Planning

Corporate Solutions

More Resources