Stuart Wilson, CIM®, PFP®
Wealth Advisor/Portfolio Manager
BMO Nesbitt Burns
4881 Yonge Street
9th Floor, PO Box 37
Estate Planning Services
Registered Asset Preservation Plan
The Registered Asset Preservation Plan provides you with the potential to leverage small premium payments into
greater estate benefits and also preserves the balance of your RRIF or
RRSP for your estate or family on death.
Annuities provide a level, guaranteed income for the remainder of your life.
Testamentary trusts can be used to create Tax Protection Testamentary trusts which can be used to create beneficiaries by
reducing the tax rate on the investment income from the inheritance.
Estate Bonds organize your assets, minimize taxes and pass along you estate in the manner you intend.