As a trusted advisor, your clients rely on you to see that their wishes are fulfilled when they pass away. Your clients have likely already discussed their beneficiaries with you and the legacy they want to leave to commemorate their life.
We are here to help ensure your clients’ final wishes will be honoured.
Whether it’s a gift in a will, a life insurance policy, RRSPs, RRIFs, TFSAs, publicly traded securities, a charitable remainder trust or a gift of one’s home, we can assist you in getting the details right.
To transfer Estate securities, please contact us directly for the appropriate form required.
We also have services if your client is concerned about what will happen to their pets if they pass suddenly, get sick or critically injured. Please see our Critteraid Pet Survivor Care Program for more details.