I want to preserve my wealth.
Withdrawing capital from your portfolio as well as taxes and inflation can over time substantially erode the wealth you’ve built up.

Your Investment Advisor can develop a plan that can help preserve your wealth while allowing it to grow and offset the effects of taxes and inflation. In addition, your Investment Advisor can provide investment strategies that will let you benefit from your wealth and at the same time still keep it intact.

Estate and trust planning
Thinking about what happens to your family and other loved ones when you pass away is something that you’ve probably tried to avoid. And, you’re not alone. But planning for this eventuality will help secure their financial future and reduce their anxiety during this emotional time.

	Your Investment Advisor working with other professionals such as your lawyer and accountant can develop the right plan that ensures your wealth, upon your passing, is distributed according to your wishes.

This could include: arranging for charitable donations and other gifts, ensuring funds to pay bills, protecting your asset from creditors, securing the survival of a family business and maintaining the privacy of your wealth.

More importantly, they can also help ensure that as much of your wealth is transferred to your heirs by minimizing income taxes and probate costs. Otherwise, without this planning, Canada Customs and Revenue Agency could claim up to half the value of your estate.

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