Wealth Transfer


Estate Planning

An estate plan forms a key component of clients' overall wealth management strategy.  We will help to identify planning opportunities and issues, and if required introduce experts to advise you on strategies that suit your circumstance.  We can help you develop an estate plan that will:

  • Minimize the impact of income taxes and other estate costs

  • Ensure your family is financially secure and could maintain their standard of living

  • Clearly define your wishes for the distribution of your estate


Trust and Executor Services

With the assistance of BMO Trust Company, we are able to offer the following trust services:

  • Unique protection and tax-savings potential of trusts

  • Will reviews and will direction as part of your overall wealth plan

  • Executor services to help ease the burden of administering an estate


Business Succession Planning

We can assist you with planning for retirement and the transition of management and ownership of your business.  Whether transitioning to a family member, employee, or a third party.