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Rachel Gurney
Marino DiManno
Rob Dykeman
Meghann Brown

Tel: 403-678-9693

Address
1080 Railway Ave.
Suite 208
Canmore, AB
T1W 1P4
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Estate & Tax Planning

We want to ensure your financial plan is efficient, and your tax liability is minimized. An estate plan is a key component of your overall wealth management strategy. With planning, you can maximize the value of your estate, minimize taxes, have control over how your estate is distributed and help avoid conflict among your beneficaries. We can along with our partners help identify estate planning opportunities and issues, advise you on strategies that suit your circumstances and oversee the successful implementation of your personal estate plan.
 

Estate Organizer

Executor's Task List

Appointing a Corporate Executor

Digital Assets and your Estate Plan

Tax Tips for Investors

 

Our Partners:


Navdeep Brar, CPA, CA, TEP, CDFA - Director, Tax Planning at Wealth Management

Shawna Albornoz, MTI, TEP, EPC - Vice President, Trust Services