Navigating Change




Receiving a large inheritance is a life-changing event. However, it comes at a cost. Often, inheritance is paired with a deep sense of loss and grief. At Partington Wealth Management, we coordinate with your outside counsel and our in-house tax and estate planning team to handle the logistics of the wealth transfer so you can focus on you and your loved ones during this time of insecurity and mourning.

There are many ways to help structure this transfer of wealth while deferring taxes or mitigating possible estate and probate taxes. Ultimately, the goal is to safeguard you and your family’s financial well-being.



Revisit your financial plan

Pay down debt

Revisit retirement projections

Adjust goals


Invest in your future

Add to your portfolio to increase position size

Diversify through additional asset classes and opportunities

Invest tax efficiently by utilizing RRSP and TFSA contribution room


Invest in your family's future

Maximize RESPs to receive government grant

Gift in a tax efficient way

Set up a trust



Partington Wealth Management is here to remove your financial stress. 

Meet us now