Making it easier for them

Estate Planning

Estate Planning is the process of anticipating and prearranging the final distribution of your assets. A sound estate plan will help maximize the value of your estate by reducing taxes, probate and other expenses while minimizing the administrative burden for your executor. This involves the use of wills, trusts, beneficiary designations, property ownership, (joint tenancy contracts) and gifts. 

The most important element of your estate plan is your will. Objectives change over time and your will should reflect these changes to ensure that your estate is distributed as you wish. If your children are self-sufficient, that may have a bearing on how you distribute your estate. You may have valuable assets, such as a family cottage, that require a careful tax minimization strategy before the property is passed on.

Assets with named beneficiaries, such as RRSPs, RRIFs, segregated funds and insurance should also be reviewed regularly to ensure that your beneficiaries reflect your current goals and objectives.

A Senior Wealth Advisor will work with you to develop an estate plan that reflects your final wishes.

Download Estate Planning Guide
Meet with a Senior Wealth Advisor

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.