Estate Planning

Because you care.

No one likes to think about leaving loved ones behind; but managing your wealth today will ensure that your loved ones will be looked after upon your death.

Estate planning* encompasses much more than just preparing a will. Strategies to minimize taxation, reduce probate fees and secure income for your beneficiaries all require careful planning.

Let us show you how:

• giving money and assets to your family members during your lifetime will reduce probate fees payable at death
• purchasing life insurance to cover taxes payable at death preserves the value of your estate for your heirs or your favourite charity
• assets such as property life insurance policies or RRSPs can be transferred tax-free

We will assist you in appraising your assets and liabilities, determining your objectives and creating a comprehensive will that reflects your intentions. To get started on your customized estate plan, contact your Hall Group Advisor.

With the establishment of Canaccord Estate Planning Services., the Hall Group has at its disposal a team of Wealth Management Specialists who will work with us to help you in all aspects of your wealth management needs.

* Offered through Canaccord Estate Planning Services Ltd.