Our team’s focus is planning for your overall wealth needs. We work very closely with trusted BMO Wealth Planners, trust professionals, and estate and insurance specialists to ensure we’ve got all your ducks lined up. You will go through the wealth planning process with our partner, which opens up vulnerabilities as well as opportunities. We will ensure your wills are freshened up, have conversations around business succession planning, get your kids investing, plan to pass along your estate to your heirs in the most tax-effective way, and set a philanthropic strategy to honour your loved ones, values, passions, pets and other causes. At the Craik Team, we believe that your portfolio is only one part of an effective Wealth Plan and only one aspect of your overall potential to maximize your life vision.
The Craik Team