Estate and Succession Planning

Estate and Succession Planning

Planning for the successful transfer of wealth today takes place in a world where investment, legal and tax complexities may arise rapidly, with potentially costly implications. Expertise from multiple disciplines must be factored in ahead of time to create a plan with the flexibility to manage the known as well as the unforeseen. Our experts are here to do just that.

Expertise for What's Known and What's Uncertain

• Protecting your legacy from the erosion of taxes
• Creating flexibility to manage future considerations
• Managing claims from potential creditors
• Working in regular collaboration with your other advisors

Estate Settlement

Executor Services

For consistency, executor responsibilities are placed in the hands of our experienced estate professionals. Their familiarity with the ever-changing tax and estate laws arms them with the skills and sensitivity to properly administer the terms of each client will. 

Trust and Estate Services are available to residents of the common law provinces of Canada. (excluding Quebec)

Trustee Services

Trustee Services

A trust is one of the most powerful and flexible ways to ensure property and wealth is managed according to client intentions. We will faithfully administer trusts arising from our clients’ wills, or created during their lifetimes, to protect the best interest of client beneficiaries.

A Professional Trustee to Carry out Your Wishes

Under the oversight of our senior estate and trust professionals, we manage the day-to-day responsibilities related to your trust to help ensure the directives laid out in your trust documents are closely followed. We are skilled in managing the personal relationships and family dynamics that often come into play.

Objectivity in Decision Making

We make major decisions with respect to discretionary distributions impartially and without bias. Our approach is grounded in both a professional understanding of trust provisions as well as the personal understanding we gain about you, your family and your family’s intentions.

Trust and Estate Services are available to residents of the common law provinces of Canada. (excluding Quebec)