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Estate Planning

If we view financial planning as a way you build assets, estate planning can be viewed as a way of preserving those assets both before and after your death.

Estate planning is not just for the wealthy, either. Your home, your RRSPs and other investments all become substantial assets that must be considered in estate planning.

That's why it is critical to prepare an estate needs calculation that summarizes your current financial situation and income needs during the different periods of one's life cycle.

Additional Information
Benefits of Estate Planning
  • Reduce probate fees
  • update or prepare a Will
  • Verify estate income needs
Download Document
Guide to Estate Planning
The Value of Advice Get independent thinking working for you
Canadians with financial advisors are more confident about their future.

Learn more, download the independent report on
The Value of Advice
Reviewing your Estate Planning? We encourage you to talk to us. Click here, if you would like to discuss your estate planning or to receive information by mail. Not a GP client yet? Find out more about:
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