Leave a lasting legacy

Taking the time to plan the legacy that you would like to leave after your death is the best way to ensure your financial situation and personal wishes are taken into account when it comes to distributing your money and other assets. Planning ahead can create peace of mind for you and your loved ones, save your estate significant expense, and leave a lasting personal legacy that is as unique as you are.

Everyone has their own reasons for giving. Whether you simply believe in a particular cause or want the resulting tax benefits, leaving a personal legacy is important to many Canadians. This can be as simple as providing for your loved ones in your will, or as complex as establishing a foundation that continues your philanthropic work for years to come.

Contact your advisor to learn more about your options for planned giving. He or she can help you plan a lasting personal legacy that benefits your estate, your loved ones, and the special causes you care most about.