Advisor Team



Financial Advisor

      Financial Advisors
      Financial Advisors
      Book a
Schedule Free Financial Consultations Today!
Schedule Free Financial Consultations Today!
Schedule Free Financial Consultations Today!
Retirement Planning
How we run financial meetings? Estate Planning
Retirement Planning
Estate Planning Toronto
Retirement Planning
What we do for you? Estate Planning

For Estate Planning, financial advisors will perform below actions in order to provide you with comprehensive financial advices:

Estate Planning Toronto

If there's nothing more important to you than your family, it's crucial to start thinking about your will and estate planning. As Toronto estate planning advisors, we understand the importance of providing for your loved ones in the case of an unexpected family emergency or sudden loss of a household breadwinner. We want to ensure that each of your immediate family members are well provided after your passing.


If the thought of organizing a will and an estate is overwhelming, it's deeply worth hiring Toronto estate planning professionals at no expense in order to simplify and manage the whole process for you. We guide you through the process to make sure you with a plan for your estate.


Toronto Estate Planning & Wills 

Whether you've never got around to writing a will or you're interested in altering your will, talking to a will and estate planner will allow you to create a will that you're 100% satisfied with. Estate planning is incredibly important as if you don't write up a will, your descendants may end up clashing over the assets you left behind. It's well worth noting that if you die in Canada without leaving a will, your province will get to decide how your assets are divided up between your family members.


In most circumstances, Canadian provinces choose to award a portion of the assets to the deceased's spouse and divvy up the rest of the deceased's assets between their children. If you'd like to leave some of your assets to your siblings, grandchildren, nieces, nephews, or friends, it's important to assign them assets in your will. It's also well worth creating a will, if there are specific assets, which you'd like to ensure, that they will be awarded to an individual. For example, if one of child has a keen interest in investing, you may want to award most your shares to that child.


Best Estate Planning Services

One key job, which your estate planner will be able to help you with, is ensuring that you have specific plans for all your assets. Some examples of assets, which you'll have to consider, include shares, bonds, properties, family heirlooms, cash, bank accounts, TFSA, RRSP, RESP, etc.


Sitting down with an estate planner to talk about your estate is extremely valuable. In fact, there are so many areas of your estate that must get addressed, when you create an estate plan. Experienced estate planners have countless years of helping individuals plan their estates and they have vast amounts of knowledge regarding the best estate planning services to share with respected clients.


Estate Planning Taxes 

Toronto estate planning experts can help minimize the tax burden that your loved ones will have to pay, while assisting you to legally set-up your estate plan. The last thing you want for your family members is to lose out a significant proportion of their inheritances. If you don't know how to ensure that your loved ones receive as much of your state as legally possible, it's well worth booking your first meeting for free with an expert will and estate planner today.


Estate Planning Services Near Me 

Our goal as Toronto estate planning advisor is to build a plan that works for the needs of each client. We provide key beneficial services as professional will and estate planners in Toronto and understand the importance of thinking ahead, before it’s too late. Call ABC Financial Advisor now to start planning your estate and much more beyond that soon.

ABC Financial Advisor takes four steps for every client in order to appropriately conduct financial meetings: