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Estate & Charitable Planning

Clouds spelling Make a difference

Unlike many of our fellow practitioners who focus only on your present concerns, we look at your living legacy that can be passed to your successors and the charities you hold dearest. Creating an estate plan to govern the administration of your assets after you are gone will give you piece of mind that your love ones and the causes you care about will be taken care of.

We are committed to helping you save and preserve your hard-earned savings and to helping you leave your wealth to the people and charities that are most important to you.

Our dedication to helping you means that we will work with other industry professional such as lawyers, accountants and financial planners to ensure you have the right planning in place.

Everyone needs an estate plan…unless you want to leave your family and friends with a mess to clean up after you’ve gone to Heaven. Although your plan will take some serious thinking and planning on your part, it doesn’t need to be a complicated, time-consuming or expensive responsibility.

If you are unsure of how to start this exercise, we are here to help.

After you decide who gets what, and your plan is complete, our team is committed to help protect those financial assets your plan is assigning to your loved ones when the time comes.

With a Trust in place, you will have peace of mind. For example “alter ego” trusts are set up during your lifetime after you reach the age of 65. Transferring your wealth to a trust can provide future creditor protection and avoid probate fees as well as other costs.

With a trust in place, you will know exactly what will happen to your estate.

Donating your time and making philanthropic contributions part of your financial and estate plan creates the opportunity to help the charities and causes you are fond of now and in the future. We invite you to learn more about the educational, civic, social and philanthropic endeavours we support with our time, energy and expertise. If you'd like to be involved with us, please feel free to contact us to learn more about upcoming events.

Setting up your own foundation can be complicated, expensive and entails much work. The Raymond James Canada Foundation can serve as a facilitator to mobilize the resources of Raymond James and the people at both corporate and grassroots levels.

Through Raymond James Canada Foundation, we can assist you in setting up a Charitable Giving Fund (CGF). CGF accounts are investment vehicles that offer the benefits of a private foundation without the high costs and administrative burdens.


Plan. Profit. Protect.

Contact us to learn more