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Contact Us

Karen Chalovich
Teresa Smith
Heather Gingell

Tel: 905-373-1507
Toll Free: 1 800-934-9992
Fax: 905-373-9331

Address
76 King Street W
Cobourg, ON
K9A 2M3
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Estates & Family Trusts

Our Team works with you and your Advisors to construct an Estate Plan which may include a Family Trust taking current, estate and future tax issues into account. We can harness the expertise of BMO Estate Specialists to assist with your planning. We can provide a full financial picture for you and your family and can create a customized plan to pass wealth on to your children, grandchildren and create a legacy if you wish. Our clients feel comfortable sharing their personal financial information and are never afraid to ask questions. We are pleased to help find solutions to many complex family situations. 

We handle many Estates and have an experienced Team to help you. We can help you pre-plan your investments to reduce Probate fees, designate beneficaries, walk you through the Estate process, work with your Power of Attorney, Executor, Lawyer and Accountant and beneficiaries to make a smooth estate transition.