Pillar 4

Estate planning and implementation

As a business owner, it’s in your DNA to make decisions.

So, when it comes to quite possibly the most important decisions of your lifetime, of course you want to execute with excellence.

That’s where we come in. What do you want your legacy to be? What do you intend for your family or favourite causes? How will you limit taxes? It’s great to have a vision, but if you want it to see fruition, there has to be an airtight estate plan. See how by visiting our philanthropy page.

There are three possible beneficiaries to your estate: family, charity, and government. With proper planning, you get to disinherit the government.

We help put the planning and products in place to ensure your wishes are fully honoured, while ultimately ensuring the most tax-effective resolution and distribution of your estate, minimizing or negating probate fees and arranging prompt payment of life insurance to your beneficiaries. 

Along the way, we have been truly blessed to make a real positive difference to many families, removing from them the burden of the estate at their time of greatest loss.

Read our case studies

Further reading and resources

History clearly shows that the longer you work with an investment advisor, the better your results will be.

Downloadable PDF

The Value of Advice


Downloadable PDF

Estate Planning


Send us a message