Will & Estate Planning | Ontario | Maclean Investment Group

Secured Financial Legacy

Creating a will and planning your estate doesn’t have to be an uncomfortable situation. Getting your financial legacy organized and making the important decisions now will give you incredible peace of mind for the future.

We can help you ensure that your loved ones will be cared for after you’re gone. Your estate plan can protect you from loss of income due to disability or critical illness, or even premature death.

We will help make sure that your final expenses are covered while minimizing any tax burden on your heirs.

Get in touch to find out how we can help.

Get Started Today

Our Process

Request an Appointment

Arrange a virtual or in-person meeting with one of our advisors to get started.

Summarize Your Assets

Collect all information regarding the family net worth, assets, life insurance needs and more.

Create a Will

Together, with your lawyer, we create your will with all the essential elements and establish power of attorney.

Minimize Taxes & Fees

Reduce or eliminate assets passing through probate which can trigger taxes with the transfer of ownership.

Centralize Your Information

Bring together all your important documents and estate information in one place to make it easier for your executor or family members.

Annual Review & Update

It’s important to keep your estate plan up to date and keep track of your current financial assets.

Why Choose MacLean Investment Group?

As one of the best wealth management firms in Canada, you can trust us to help with estate planning. We provide unbeatable customer service to help you reach your financial goals.

It’s Never Too Soon to Start Legacy Planning

Make sure your financial legacy is well protected with expert will and estate planning in London, Ontario. Enjoy peace of mind and start planning today.