"In this world, nothing is certain but death and taxes."
-Benjamin Franklin
Death is, unfortunately, a part of life. An Investment Advisor will help you plan what happens to your investment portfolio after you die to make the estate settlement as tax-friendly and smooth as possible.
We can review Wills, discuss naming beneficiaries on registered plans, help reduce probate and above all put your mind at ease that your wealth will be transferred the way you want it.
DID YOU KNOW???
Non-registered accounts (AKA "cash" or "open" accounts) cannot have designated beneficiaries and must be dealt with through your Will as part of your Estate. Talk to your advisor about how this could affect your estate settlement process.
* We are not lawyers and therefore cannot offer legal advice. Wills and other estate-related agreements should always be discussed and reviewed with a lawyer or other legal representative.
Estate Planning *
iA Private Wealth has also partnered with ClearEstate,
a third party firm that offers comprehensive estate planning and settlement services. Click the logo to learn more or to book your online consultation.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.
