You've worked hard for your money. Assure that your wealth is distributed according to your wishes and save your family from having to make tough decisions after you're gone.
Your advisor will do a comprehensive analysis of your family and financial situation.
Your advisor will implement strategies to reduce the tax burden on your heirs.
Your advisor will regularly review your estate plan, taking into account any changes in your personal or financial situation.
Your will ensures your assets are distributed according to your wishes.
Choosing an executor is not an easy task. This person will be responsible for managing your entire estate.
Ensure peace of mind by deciding how your estate will be divided, used, distributed and managed.
Donating to a cause that is important to you or creating a fund in the Philantra Foundation is a good way to leave a lasting legacy. Additionally, your estate will be eligible for tax benefits.
It can take up to 4 years to settle an estate.1
 Source: Executor's checklist. p. 1 CWA - Document published by National Bank of Canada.
Estate planning is essential to avoid any misunderstandings among your heirs and ensure your wishes are respected.
Are you retired, or planning to retire soon? This may be a good time to protect your wealth by switching to lower-risk investments.
What is the best strategy to maintain your current lifestyle after you retire?