facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

YOUR ESTATE AND LEGACY PLANNING

Your Financial Dreams
Delivered.

Get a NO COST review of your current estate plan!

Contact us today for an unbiased, educated look at your current estate plan to make sure it is right for you. Fill out the form below for us to reach out and start the conversation.

Estate planning is for everyone

Estate planning is one of the most important steps any person can take to make sure that their final property and health care wishes are honored, and that loved ones are provided for in their absence.  By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a lasting legacy for your family.

CONTACT US TO GET STARTED TODAY➥  Learn about Retirement Income Planning➥  View our Services & Solutions➥


Estate planning is not just for the elderly or wealthy.

Good estate planning often means more to families with modest assets, because they can afford to lose the least.  An estate plan is essential for organizing your financial affairs and providing for the well being of your family. 

Depending on your unique situation, there are different ways to achieve your estate planning goals, including wills, beneficiary designations, powers of attorney, insurance, trusts, tax planning, and charitable gifts and foundations.

Ask us about our Estate Cost Calculator


Changing Family dynamics impacts Estate planning

In today’s world, family structures are different from the traditional model we were once used to. We now see more blended families, common-law spouses, multiple marriages, single households, one-parent families, divorced/separated couples, and same-sex relationships.

These new family structures need new, and unique estate planning strategies that can bridge the gaps of family dynamics, privacy and uneasy communications. 

With changes in work environments, remote working and families living across provinces, it is important to speak to a professional that can help ensure you are considering the different laws and factors that may be at play so you can ensure your Estate transfers are both effective, and tax efficient.  The key to all of this is proper planning.

Contact me to get started on your plan


Charitable Gifting

Giving to charity is a strong tradition in Canada. Charitable donations provide individuals and organizations with the satisfaction of giving back to their communities, and Canadian tax laws ensure that there has never been a more tax-advantaged time to give. 

Eileen has 25+ years experience as an active volunteer in the local charitable sector. Combining this practical experience with her MFA-P provides Eileen with the qualifications to discuss a strategic approach to philanthropy. She is able to guide conversations with multiple stakeholders of the clients philanthropic goals. These include the client, the charity, accountants legal, insurance and investment advisors. 


Through proper tax planning and an understanding of different planned giving options, donors and charities can work hand-in-hand to achieve maximum benefits while enhancing our communities’ overall quality of life. 

Charitable Giving - The Facts


New Rules and Estate Filing Process for Executors in Ontario as of January 1, 2015:

While costs related to Estate Settlement in Ontario did not increase as of January 1,2015 the steps and information that an Executor filing an Estate in Ontario must submit have changed.  There are also new filing deadlines and possible penalties not seen before. View these two articles below provide more details.

BE CAREFUL WITH JOINT OWNERSHIP➥    ONTARIO ESTATE INFORMATION RETURN➥

Insightful Articles