Estate Planning

It's very difficult to imagine leaving your loved ones behind, but it's worse to imagine leaving them unprotected.

Estate planning is much more than a will. It provides information and strategies to:

  • Protect and support beneficiaries
  • Make critical, personal decisions
  • Control estate costs
  • Understand and reduce taxes
  • Fairly distribute assets

If you're interested in learning more about financial planning, please view our informative planning brochure to discover how you're doing financially and how a planning professional can help.

Our financial planning professionals understand the hesitations involved in putting an estate plan into place. We're here to guide you through this vital process and leave you with a plan you can feel good about. We'd love to help you get started today.

Estate Planning Specialists

Michele White
Michele White
Financial Planner

Credential Securities

Communities Served

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.


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