Estate Planning & Strategic Charitable Giving Your Enduring Legacy

Estate Planning & Strategic Charitable Giving Your Enduring Legacy

Making a difference for others is a driving factor for many. You may want to contribute to the financial well-being of your family or help a favourite charity.

Creating an estate plan for the future to ensure your wishes are met for distributions of your assets can reduce the risk of any future problems or court involvement. We work with your existing legal and accounting advisors to ensure control of your estate and your assets through wills, trusts, insurance policies, and continuing/enduring powers of attorney for property or protection mandates.

If there are charitable organizations and causes you would like to continue to support, we’ll guide you in creating a charitable giving strategy and provide advice on the immediate or future tax implications.

Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.

Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments

If a friend, family member, or family office has referred you to us, please email us at GrumWM@raymondjames.ca or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.

Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in hedge funds, managed futures or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.