Estate planning plays a very important role in most financial plans. What happens to your assets and how will your loved ones be looked after when you die? Having a proper estate plan in place can reduce taxes, reduce legal fees and expedite the difficult process of overseeing an estate. We can help with legacy planning, trust planning, charitable giving, business transition planning. We will arrange a legal review at our office to ensure your will and powers of attorney are properly structured.
We have partnered with a full suite of service providers to provide in-house consultation including lawyers, accountants and tax specialists.
Premium Wills & Powers of Attorney
No plan is complete without ensuring your assets are distributed as you wish. You have access to the best legal minds in the community to be able to prepare the documents required to give you peace of mind.
Charitable Gifting
Is giving money to charities of importance to you? We can prepare proper plans for gifting cash, securities or insurance to ensure tax-efficient distribution of your gifts to worthy recipients.
Trust Planning
Deciding on how to leave a legacy to your heirs can be a difficult decision. We can work with you, a legal professional and tax specialist to ensure that a Trust Plan is in place to accommodate your important wishes. Whether a Spousal Trust, an Inter Vivo Trust or a Testamentary Trust, we can help determine suitability and inclusion within a professional financial plan.
To start a conversation, book a discovery meeting with absolutely no obligation by either completing the below form or calling our Client Service Director; Anka Molon at 613-728-0101.
When interest develops and we are approached by an advice-seeking individual, we never ever conduct business at the first meeting. We simply want what you want - the opportunity without any obligation whatsoever to discover fit, function and facts before deciding on any course of action. We value the opportunity to discuss the benefits of working with us and learn about each other - this is simply a win-win.
Consider joining us for a discovery meeting and a second opinion. A meet and greet with an Advisor should be enjoyable and that is what we guarantee!
Come meet us! We provide paid parking and a great cup of coffee!