The legacy you leave behind should be honoured by realizing your vision. To achieve this, we will work together to understand your goals and wishes. We will help answer questions such as “how can I reduce estate and probate fees”? With guidance, resources and collaboration with your estate specialists (tax, legal, etc) we work hard to build your legacy plan.

During retirement our portfolio management strategies focus on wealth preservation to fund your lifestyle. As you journey through retirement we adapt your portfolio to meet your legacy needs. As you will see on our Team page, some of our advisors are Chartered Investment Manager (CIM) designation holders, providing specialized investment expertise to navigate through the unique requirements of portfolio optimization with legacy planning.

Estate taxation can create a significant difference between your planned legacy and the actual outcome. We collaborate with your existing estate specialists (such as your lawyer, tax specialist, etc) so that your wishes are respected rather than eroded by taxation.