Estate Planning
Personalized Estate Planning Made Simple.
As your financial planner, we make it easy to leave the legacy you want for your loved ones.
Estate Planning
Often an uncomfortable topic, but it doesn’t have to be intimidating
We get it. Estate planning can feel intimidating and too easy to put off. As Financial Planners, that is why we’ve developed a painless estate planning process that will give you the peace of mind you deserve today while leaving things in order for your family down the road.
Confidently communicate and organize your wealth to the people you care about the most.
We make sure you confidently transfer your wealth and assets to the right people in the right way. You don’t want the handoff to be messy for your loved ones.
1
We meet
We’ll get to know your special circumstances in your family, making sure nothing is overlooked.
2
Identify your needs
Make a list of the important people and organizations in your life that you want to pass on some of your money to.
3
Help you plan
We’ll help you consider the gaps in your plans and discuss which strategies are best to cover any gaps in your plan.
We appreciate the attention given by Becker Hillier Financial Planning Inc. to practically all our investments in GIC's, RRIF's and Mutual Funds, TFSA's, over the past many years. His direction and planning has been very worthwhile to my husband and I.
– Lena & James Bobier
How can Becker Hillier Financial Planning Inc. Help?
Our Estate Planning process is designed to give you a clear understanding of how your assets will pass to the people and causes you care about when you die.
- Articulate how you want your wealth directed.
- Understand your tax costs.
- Build a plan to provide for your loved ones, pay less tax and leave a legacy.
- Put the strategies in place to fund your plan.
Action today will prevent hurt feelings and confusion in the future.
