Estate planning
Estate planning

Let’s make an uncomfortable topic more comfortable. Proper estate planning is an important component of your financial plan, as it can help your loved ones avoid an expensive, time-consuming process after you pass away.

Talking with your family
We use our strategic investment planning tools to strike a balance between return and risk. Our investment planning approach allows us to create investment portfolios you can rely on, no matter how safe or aggressive you choose to be.
Making your wishes clear
You’re never too young to write a will, name a power of attorney, and create a health care directive. Naming an executor of your estate, guardians for your children and the beneficiaries of your estate will also put your mind, and your family’s future at ease.
Protecting your estate
When you start contributing to an RRSP can be as important as how much you contribute. Our advisors will help you take advantage of the benefits of long-term compound interest.