Estate Planning

Estate Planning Advisors in Toronto, Canada

Plan for your family's future with confidence.

We create a well-structured estate plan to ensure your legacy for future generations.

You work hard, save diligently and invest wisely in order to build a financial foundation and provide the best for your family and loved ones. But are your accumulated assets and wealth protected?

Our advisors offer a range of expertise including:

  • Creating a comprehensive estate plan
  • Reviewing your Wills & Power of Attorney
  • Developing short and long-term strategies for minimizing estate taxes and ensuring a smooth transition of wealth
TMFG Estate Planning Services

Who can benefit from this service?

  • Self-employed individuals
  • Employed individuals
  • Owner-managers
  • Business owners
  • Professionals

Why choose us?

  • Over 50 years of financial planning expertise
  • Licensed individuals for complex estate tax planning strategies
  • In-house tax professional (CPA)
  • Intimate knowledge of all clients’ financial information (i.e. cashflow; net worth; insurance; estate distribution; etc.)

Meet the Team

You don’t have to live with uncertainty about your future. Instead, you can know you’re on track to maintain your standard of living in retirement and have enough left over to have some fun while you’re at it!

top 50 since 1994 (blue)
Ranked 1st
Award - Franklin Templeton Award blue
Wealth Professional 5 -star blue

FAQ

Estate planning discussions should start when an individual starts accumulating assets.

A will is a tool that will be utilized in a proper estate plan.

Unnecessary delays and costs will occur if a proper will is not in place upon death.

By understanding your highest priorities for wealth distribution upon death, we can ensure the appropriate strategies and tools are utilized.

A will should be reviewed at least every 5 years or upon certain life events (i.e. birth of a child, marriage of a child, breakdown of marriage, death of persons involved, etc.).

There are 3 different sets of “taxes” to be paid upon death:

  1. Taxes on the deceased individual’s personal return
  2. Taxes on the estate’s return annually until it is closed
  3. Estate Administration Tax (aka probate fees) levied on the value of the estate upon the individual’s death

All assets that must be distributed according to the will are included in the estate value.

Financial Planning Advice from Canada's Top Financial Advisors

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Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.