Estate & Insurance
A disciplined approach to managing your wealth.
Like investment planning, estate and insurance planning is about defining goals, analyzing options, and implementing a sound, time-tested strategy. Working with you, your financial professional, and your legal and tax advisors, our Estate & Insurance Advisors (Financial Security Advisors in Quebec) 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

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