Legal and Estate Planning
A financial plan without proper legal structure and documentation is no plan at all. Intestacy (not having a will) leaves your lifetime of hard work at peril upon your death. And, long before that, most of us will have to make use of Powers of Attorney for either of both of care and property. Most Canadians neglect these and doing so creates certain though unintended costly consequences. Not our clients. We'll ensure you meet with our preferred legal partners, at home, on the go, or in our office. And they'll ensure you have this important part of your planning covered.