For generations, our estate and trust experts have been helping Canadians protect their families' wealth by providing specialized legal, tax and financial expertise.
As part of our estate planning process, we can:
- Professionally administer, settle and manage estates and trusts in our capacity as executor/trustee.
- Document your goals and assist in formulating and planning your Will and any related Inter Vivos trusts.
- Review your plan to meet your needs and those of your beneficiaries.
- Provide in-depth expertise to settle an estate or manage a trust.
- Provide practical administrative support with our Executor Services.
- Develop charitable giving solutions through our Philanthropic Advisory Services.
Estate and Trust Services
Personal Office
With our Personal Office account, you can enjoy the security and freedom associated with financial administrative assistance without sacrificing your independence.
Philanthropic Advisory Services
Our focus is on sophisticated and objective planning in support of true philanthropy.
Will Planning
Our Will planning process takes your personal and business situation into account as the basis for a comprehensive estate plan that reflects your wishes.
The Advantages of Trusts
We provide the professional and impartial expertise to assess how trusts can be tailored to achieve your estate planning objectives.
Estate Assist
Gain peace of mind in fulfilling your Executor responsibilities by retaining our professionals to assist you at this crutial time.
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