Like investment planning, estate and insurance planning is about defining goals, reviewing options, and implementing a sound, time-tested strategy. Working with you, your financial professional, and your legal and tax advisors, our team will follow a four-step process to help you achieve lifetime financial security and give you the confidence of knowing your estate will be distributed according to your wishes.

Explore

  • What assets could face excess taxation? What kind of legacy do you wish to leave?
  • What financial risks and opportunities should you address?

 

Execute

  • Fill in the gaps in your current insurance strategy
  • Recommend solutions for tax minimization, income security, asset protection and estate maximization
  • Implement a strategy that complements your existing investment and retirement plan

 

Assess

  • Facilitate discussions around succession planning and the use of dual Wills and trusts
  • Identify and assess other issues that may impact your long-term goals

 

Review

  • Review results on an ongoing basis