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.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.
Investing involves risk and you may incur a profit or loss regardless of the strategy selected. Sustainable/Socially Responsible Investing (SRI) considers qualitative environmental, social and corporate governance, also known as ESG criteria, which may be subjective in nature. There are additional risks associated with Sustainable/Socially Responsible Investing (SRI), including limited diversification and the potential for increased volatility. There is no guarantee that SRI products or strategies will produce returns similar to traditional investments. Because SRI criteria exclude certain securities/products for non-financial reasons, investors may forego some market opportunities available to those who do not use these criteria. Investors should consult their investment professional prior to making an investment decision.