Estate Planning

WHY ESTATE PLANNING?

Preparing a thoughtful estate plan is one of the kindest legacies you can leave. Most adult Canadians appreciate the importance of preparing Wills and power of attorney, yet many find the idea daunting and as a result never get around to it. At Scotia Wealth Management, you benefit from our team-based approach to wealth management through all of life's changes and opportunities. Whether you are looking to plan for your family's financial future, for executor and trustee services, practical strategies that balance your family priorities and charitable goals, or for assistance in keeping your financial assets safe, we can help.

THE IMPORTANCE

A comprehensive estate plan will define how your assets are to be distributed at your death and includes a plan for managing your affairs in the event of future incapacity. Proper planning will help ensure your wealth is efficiently transferred in accordance with your wishes, helping to provide for your family, other loved ones and/or cherished causes.

Estate planning is about life - the life of your family, your loved ones, cherished causes and the peace of mind you get from helping to provide for their financial future. The estate planning process takes your financial and personal situation into account to develop a comprehensive plan that reflects your wishes. Working with the knowledgeable team of professionals can help you to develop a thorough and integrated plan that addresses your goals and objectives.