Kerri Major, Financial Planner,Courtenay, BC

We will guide you through the process of estate planning to help ensure your wishes are carried out.

Estate Planning is outlining instructions for distributing your assets in case of death or incapacitation. We will guide you on what you can do and the documents you need to help ensure your wishes are fulfilled.
Key elements of an estate plan

A comprehensive estate plan can include various documents, products, and solutions to help ensure your wishes are carried out as intended.

The Planning Process

Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.

Our unique discovery process uncovers the values behind your personal vision of success.

Wills

A will is a legal document detailing who gets your assets, custody of minor children and who you've appointed to carry out your wishes.

Power of Attorney (POA)

A POA is a binding document giving a corporation or someone the legal right to make financial and/or medical decisions on your behalf.

Trusts

A trust is a legal arrangement appointing a trustee to manage assets on behalf of beneficiaries.

Business Succession Planning

A business succession plan is a strategy for passing control or ownership of your business to someone else.

Charitable Giving

Charitable giving is donating to a cause you believe in, and you can use your estate plan to help fulfill your philanthropic goals.

Executor Services

Executor services, offered by TD Wealth Private Trust, can help in carrying out someone's final wishes as described in their will.

What We Do

We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.

At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

How does the estate planning process work?

Creating an estate plan is essential to ensuring your assets are passed on as you intended. Here's how my team and I can help.

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