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Financial Planning


Estate Services

Our estate and trust professionals are highly skilled, not only in the intricacies of estate settlement and administration, but also in handling stressful family situations with compassion and objectivity. Whether you are acting as executor for a loved one’s estate or planning your own estate, we can assist you.

Services for Estate Executors

Estate Settlement and Administration

If you’ve been appointed as an executor*, our professional Agent for Executor services can help you settle an estate according to your loved one's wishes, to the satisfaction of family, and with minimal delay.

We can act as a professional executor* to carry out the settlement and administration of your estate, including such things as custody, asset protection, tax preparation, and more.

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Will and Estate Planning

Developing an estate plan and keeping an up-to-date will are two of the most important tasks you should complete to protect your family and your legacy. Our estate and trust professionals can work closely with you to help you plan a smooth and amicable settlement of your affairs.

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We're here to help in any way we can

Together, we can work with you to determine which estate services may be right for your individual circumstances.

Talk to an estate and trust professional today

* In Quebec, “liquidator”, in Ontario, “estate trustee with a will.”

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Estate Settlement Guidebook and Kit
Your guide to settling
an estate - An
executor's kit.




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