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Estate & Succession
Planning

Protect your estate

Estate & Succession Planning Consultants, Serving Western Canada

We recognize the importance of planning for estate, and wealth transfer strategies, and the need to provide quality of advice.

Our team will provide clarity where there is complexity, present an easy to understand quality financial plan with built-in solutions to your needs while maintaining harmony in your family circle when planning their legacy, or charitable giving.

Having an up to date Will, Legal Directives, and have a written plan, will provide the peace of mind, knowing that what matters most to you is taken care of.

Explore financial strategies to protect your estate

Tax Planning

Taxes don’t have to be so taxing

We’ll use all available strategies allowed under your provincial laws to minimize the amount of tax you pay on your investment income.

Cash Management

Our alternative to traditional banking

Our synchronized approach to financial planning involves having an open conversation with you about your real-life plans, and uses a variety of strategies based on your current financial picture to help you achieve them.

We understand that all of your financial needs are interconnected, and we treat them as such – from investing and managing debt; to making sure you only have the insurance you need; to paying as little tax as possible.

Wealth Management

Getting the most out of your money

To feel at ease during volatile periods, focus on the long term, make sure your asset mix is optimized for your risk tolerance, and invest regularly.

Estate & Succession Planning

Planning for your estate

We will recommend solutions that help maximize your estate’s value, while helping to ensure your beneficiaries will receive everything you’ve planned for them. We can help you understand how the decisions you make today impact the value of your estate.

We want to hear from you.

You deserve the value of a personal, lasting relationship.

Our commitment to face-to-face relationships, a proven investment approach, the breadth of our products, and the depth of our management are what make a relationship with us so rewarding.

We look forward to working with you to help you achieve your lifelong financial goals.

Preferred Contact Method

I am a self – employed professional, looking forward to my retirement dream.As a busy professional, I did not have the time to look after financial affairs and assumed my investment advisor was all I needed. Much to my chagrin, I was not receiving the full benefit of advice. William and his team developed a comprehensive financial plan which simplified the complexities of my situation and updates my plan on a regular basis.For the first time in my life, I now have a financial roadmap, and the peace of mind knowing; I will be okay.As a result, I now can enjoy what is important to my family and me. I am pleased to say that I consider William and his team as part of my family.
-JS
Professional
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