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May 6, 2014

Tax and Estate Planning

Comprehensive and prudent financial planning cannot be done without consideration for the tax and estate implications.

We believe that strategizing on this aspect of financial planning is so critical to your success that we have our own objective Tax & Estate Planning Consultant on staff. Our advisors utilize our consultant’s specialized expertise, particularly in more complex tax and estate situations, to ensure that your plan has taken all the applicable factors into consideration. 

We also make the effort to work closely with your accountant, lawyer and lending professionals to ensure that the plan we implement is carefully integrated with the recommendations of your entire advisory team.

Our aim is to serve as your core financial planning team and your personal CFO. We are committed to overseeing your financial plan and helping to ensure your success.

Just a few of the tax and estate considerations that may have a place in your plan include:

  • Registered Retirement Savings Plans (RRSPs)
  • Registered Education Savings Plans (RESPs)
  • Registered Retirement Income Funds (RRIFs)
  • Segregated Funds
  • Named Beneficiary Investments
  • Tax Exempt Life Insurance Contracts
  • Family Trusts
  • Charitable Giving