Estate Planning

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

Meet Your Advisory 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!

Award - Franklin Templeton Award blue
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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.