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Designed to help make stewarding your wealth simpler.

A Trusted Wealth Advisor | A Personalized and Collaborative Approach

Investment Management

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Trust and Estate Series

Reasons to Review Your Estate Plan The Importance of Estate Planning The Role of an Executor

Perspective Newsletter

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TRUST & ESTATE SERVICES

Choosing an Executor (video)

10.02.2017 - Thomas E. Junkin, Senior Vice President, Personal Trust Services

Tom Junkin outlines key issues around choosing an executor for your estate and what the role entails.

TRUST & ESTATE SERVICES

Four Ways to Distribute Your Estate (video)

10.02.2017 - Thomas E. Junkin, Senior Vice President, Personal Trust Services

Tom Junkin, discusses the four ways to distribute your property, and the advantages and disadvantages of each.

TRUST & ESTATE SERVICES

Why Everyone Needs an Incapacity Plan (video)

12.06.2017 - Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Tom Junkin, speaks about the importance of having an "Incapacity Plan" and the steps we recommend to ensure you are prepared.

TRUST & ESTATE SERVICES

Top Tips for Trustees

07.01.2017 - Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Discover practical points on being a trustee—an honour accepted in support of family or friends, but a role many people learn “on the job.”

TRUST & ESTATE SERVICES

Preparing Heirs (video)

12.06.2017 - Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Tom Junkin defines what a successful wealth transfer looks like, what steps we can take now to start preparing our heirs for the eventual transfer of wealth ...