Ensure your assets are distributed according to your wishes, minimize tax and legal challenges, and provide for your beneficiaries’ financial security.
Secure your legacy and provide peace of mind for your loved ones with our comprehensive Estate Planning services. Our expert team is dedicated to helping you navigate the complexities of estate planning, ensuring all your assets are accounted for and distributed according to your wishes while minimizing taxes and legal challenges. Our estate planning checklist includes, updating your will, trusts, powers of attorney and executors.
View our Estate Planning checklist here.
Set financial goals and build wealth. These steps ensures we are asking the right questions, and your answers will guide us through the financial planning process.
Estate planning ensures your assets are distributed according to your wishes, reduces tax liabilities, and provides financial security for your beneficiaries.
Effective asset management ensures that all your investments, properties, and valuables are optimized for growth, properly documented, and smoothly transferred to beneficiaries.
You should review and update your estate plan after major life events, such as marriage, divorce, the birth of a child, or changes in tax laws.
A power of attorney (POA) ensures someone you trust can make financial or medical decisions on your behalf if you become incapacitated.
Peter Watson
Founder
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization (“CIRO”). Securities advice and services are provided through ACPI (or) Watson Securities, an approved trade name of ACPI. Only securities-related products and services are offered through ACPI/ Watson Securities and are covered by the CIPF. Financial planning and insurance services are provided through Watson Investments. Watson Investments is an independent company separate and distinct from ACPI/ Watson Securities.
