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

  • 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
  • Adjust strategy as needed to ensure it reflects your ongoing goals