A will is just one part of an estate plan. A full estate plan includes legal documents, tax strategies, and steps for passing on assets efficiently.
Yes. An estate plan ensures your wishes are carried out and minimizes stress for your loved ones—regardless of asset size.
Your assets may be distributed by provincial laws, which might not reflect your wishes. This can also increase taxes and legal delays.
We recommend reviewing it every few years or after major life events like marriage, divorce, or the birth of a child.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
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