Skip Navigation

Contact Us

William Brown
Daisuke (Dice) Shimakawa, PFP
Samia Beg, MBA
Daniela Leung, CFP

Tel: 416-359-6833
Fax: 416-359-4942

Address
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
Map

Estate Planning

Estate Planning

You have devoted yourself to providing for your family and saving for a comfortable retirement, but have you also planned for what would happen if you were no longer around to take care of things?

 

Estate Information Organizer

This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property.

 

Estate planning for complex family dynamics

Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.
 

Digital Assets and Your Estate Plan

This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.