Trust & Estate Services

Your legacy is more than just dollars – it’s the impact you leave behind, the people you care about, and the plan you provide for the future. That’s why we take a proactive, personal approach to estate planning. We start with a deep understanding of you, your values and your goals. This allows us to ensure your wishes are carried out smoothly, tax efficiently and with as little stress as possible for your loved ones.

Wondering if a trust might be for you?

Many Canadians aren’t sure where a trust may fit into their estate plan. Have you ever asked:

  • Who will financially care for my children if I’m gone?
  • How can I support my child or family member with special needs?
  • Can I keep the family cottage in the family?
  • Can I make my estate smoother for my family members?

    • If so – a trust may be the right solution for you.

    We are happy to offer the following services to our clients:

  • Full estate reviews, including wills, powers of attorney, and beneficiary designations
  • Guidance on trust structures – inter vivos, testamentary, and charitable
  • Probate minimization, tax integration, ownership strategies
  • Insurance strategies to support estate liquidity, estate equalization and legacy goals

    • We are happy to provide additional support in partnership with Solus Trust – a wholly owned subsidiary of Raymond James Ltd.

  • Professional Executor and Trustee services
  • Power of attorney (both property and care) administration
  • Bill payment services
  • Fiduciary trust management
  • And more

    • Are you wondering how your estate will be administered and how to make it less stressful for your family?