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Plan for a smooth transition of wealth

Do you have a plan in place for the transfer of your estate in the event of your passing?

Are you prepared with a plan to avoid a tax bomb, and leave the most money possible to your family and dependents?

Learn how we can help you create the best plan possible for the transfer of wealth in the future.

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22%
of Canadians under age 35 have a will, and only 9% have drawn up powers of attorney.
57%
of Canadians 65+ have not updated their will or power of attorney in the last 5 years
1 in 5
Canadians report being a victim of financial fraud or a scam within the last 2 years
45%
of retired Canadians do not have a will or estate plan in place
*Taken from 2019 Stats Canada

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