Keep Your Wealth Plan
Without the RIGHT plan, people can unintentionally fall short of life-long, stable income and lose nearly 50% of their life's work to taxes.
Willing Wisdom Index
This checklist is your guide to an estate plan that reflects your personal wishes. Imagine already knowing much of what you want included in your will before visiting your lawyer? We all know that saving time means saving big on legal costs.
Articles and Insights
Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.
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Canadian Estate Cost Calculator
This calculator can help you figure out how much you’ll be inheriting after probate,
as well as how much you’ll be paying in estate taxes.