Estate Planning

A high level of financial literacy is needed for proper estate planning, and our experts will help you achieve that. 

There is much more to estate planning than simply making a will. While making a will is important, it often does not address issues such as paying your final taxes or estate equalization. Making your final wishes known to your loved ones is an important step in relieving some of the stress that will naturally accompany handling your final affairs – and your loved ones will be grateful that you planned ahead to distribute your estate fairly. 

For example, with products such as life insurance and segregated funds, you can make sure that if one child gets the family business or cottage, the others can still receive a fair inheritance.