Collect all information regarding the family net worth, assets, life insurance needs and more.
Together, with your lawyer, we create your will with all the essential elements and establish power of attorney.
Reduce or eliminate assets passing through probate which can trigger taxes with the transfer of ownership.
Bring together all your important documents and estate information in one place to make it easier for your executor or family members.
It’s important to keep your estate plan up to date and keep track of your current financial assets.
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.
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.Get Started Today