Mapledene Financial Group

Mandeville Private Client Inc.

My plan is to leave a legacy for my family

You have worked hard during your lifetime, and accumulated substantial assets. You want to preserve your wealth and ultimately pass it along to those you care about the most. If you want to leave a legacy you need a plan in place for your estate. 

The fact is, no matter what size your estate is, we should all have an estate plan in place. Fortunately, more and more people are realizing that estate planning is an essential part of financial planning and is one of the most important things you will ever do for yourself and your family.

Put simply, estate planning should create, conserve, and transfer wealth during your lifetime and after your death. Just knowing a few basic facts about how your estate will be taxed, the probate fees charged and the typical timelines involved will help you protect your family or business.

Estate planning may be as simple as ensuring that you have an up-to-date Will, a continuing Power of Attorney for property and a Power of Attorney for personal care. Or your estate plan could contain more complex strategies involving trusts, charitable donations and estate freezes.

We regularly advise clients on Estate Preservation matters and employ strategies designed to provide efficient transfer of wealth to the next generation.

We have a myriad of tools available. Please contact us today and we will start the process to leave your legacy.

Mandeville Private Client Inc.
309 Commissioners
Road West,
London, Ontario
N6J 1Y4

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