Estate Planning
Plan for the people who matter most
Estate planning brings your wishes, financial arrangements and important documents together. It can help your family understand what you want and prepare for the responsibilities that follow a death or incapacity.
Family protection
Review life insurance, account beneficiaries, debts and the funds your family may need. Keeping beneficiary information up to date is an important part of that conversation.
Business and legacy goals
Business owners may want to consider succession, ownership agreements and insurance needs alongside family goals. Your financial, legal and tax arrangements should work together.
Documents and professional support
A will, powers of attorney and other legal documents address different needs. I can help you review the insurance and financial planning aspects; legal documents and tax questions should be addressed with your lawyer and accountant. Rules depend on your province and circumstances.
Common questions
Is estate planning only for wealthy families? No. Planning can help anyone clarify their wishes, organize information and protect dependants.
When should I review my plan? Consider a review after marriage, separation, the birth of a child, a death, a business change or another major life event.
What should I bring to a meeting? A list of your policies, accounts, beneficiaries, debts and existing documents is a useful starting point.
Start a planning conversation · Call (647) 784-5268
Learn more: Government of Canada—estates and wills.