We want to make sure that all aspects of your estate are managed properly, so we take the time to consult with you and your other advisors (accountants and lawyers), ensuring nothing is left to chance.

 

Estate planning is often delayed or postponed, despite being a crucial element in financial planning and wealth management. You need a will, a mandate and a power of attorney as part of a comprehensive estate plan. We facilitate this process by helping you take inventory of your assets and all other financial information. We aren’t afraid to initiate discussions others are reluctant to have, like how you want your remains handled, who will be your executor or executrix, and who should get what.

​

You need a will, a mandate and a power of attorney as part of a comprehensive estate plan. We facilitate this process by helping you take inventory of your assets and all other financial information. We aren’t afraid to initiate discussions others are reluctant to have, like how you want your remains handled, who will be your executor or executrix, and who should get what.

​

Many Canadians think of Estate planning as only a will. There is much more to consider. Rli consultants has a successful history of helping individuals with their estate planning needs. Many clients wish to direct their monies toward specific beneficiaries, and most wish to avoid paying the CRA. An Estate plan will effectively decrease the amount of tax payable, and will also provide the peace of mind that the estate distribution goals will be met.