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Financial Planning


Estate and Trust Services - Meeting the estate and trust needs of Canadians for over 100 years.
Professional Estate and Trust Services

Our highly skilled estate and trust professionals offer estate settlement, trustee services, trust structures, and other specialized services throughout Canada. We work with families and businesses who wish to protect their assets and transfer their wealth for generations. Our reputation for excellence in estate and trust services has been earned through serving Canadians for over a century.

Estate Services

Did you know that there can be as many as 70 individual tasks associated with settling an estate? Even the least complex estate requires attention from the executor* on a wide range of legal, tax and financial matters - we can help.

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If you have agreed to act as an estate executor for a loved one, our professional executor services are available to help you along the way.

Trustee Services

Specialized Services

The role of a trustee is an extremely important one and choosing the right trustee is essential to successful wealth preservation and peace of mind.

Our specialized estate and trust services include retirement compensation arrangements, power of attorney, consolidated reporting, aboriginal services, and more.

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We're here to help. Our Estate and Trust Professionals would be happy to answer any questions you might have.

* "Estate Trustee" in Ontario; "Liquidator" in Quebec

Contact one of our skilled professionals to find out more about the right services for you.
1 (888) 656-2741
Send us an email


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




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