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Estate & Legacy
Planning


Estate & Legacy Planning

Meeting your lifetime risk management needs, and those of your family, in a tax efficient manner.  
Maximizing the efficiency of intergenerational transfers of wealth.

In addition to passing on the benefit of your wisdom, your financial priorities are: maintaining your dignity and independence, as well as preserving your estate to support the next generation on their journey.

Estate Planning Services

We can help you make more informed decisions about:

  • Accelerated Annuities 
  • Annuity Settlement Option 
  • Charitable Giving/Leverage 
  • Cottage Succession 
  • Insured Retirement Program (IRP) 
  • Parents Estate Planning 
  • Power of Attorney (POA) 
  • Segregated Funds 
  • Trusts 
  • Wills