Create a comprehensive estate plan

Is your estate plan comprehensive or just complicated? Richardson Wealth has been helping Canada’s most successful families and entrepreneurs leave lasting legacies for years. We are highly skilled at navigating the estate planning worries of particular concern to our clients.

One of the best ways to ensure your plan covers all bases is to start with a basic questionnaire to uncover your true needs and then reach out to a team of professionals to build a plan around those requirements. Our team of in-house professionals will work in collaboration with your personal legal and tax advisors.

There are many ways to customize your plan to accommodate seemingly complicated situations such as:

  • Dual citizenship
  • Business succession
  • Passing property to the next generation
  • Protecting dependents who are unable to manage wealth on their own
  • Equitable treatment of beneficiaries from blended families

Interested in learning more?

We’d be pleased to help you develop the right estate plan for your particular situation. Just give us a call to arrange a time that’s convenient for you. We'd also be pleased to provide you with a complimentary copy of our Estate Record Keeper—an easy solution for keeping all your financial and estate information in one place.