Estate Planning

To make sure that you get the most of post-retirement life, we offer a variety of services that help you and those you care about. We can help you with your Will, as well as authorizing Power of Attorney and Health Care Directive Assistance and Assessment, with help from our in-house estate lawyer.

This forms part of our holistic estate plan, which bring all your important information and plans together into a single document. We also can perform calculations of share donations for estates, which help you offset capital gains, and we work with a large network of lawyers and accountants that can help you create a family foundation.