Estate Planning Services
If we view financial planning as a way you build assets, estate planning can be seen as a way of preserving those assets both before and after your death. Estate planning is not just for the wealthy, either. Your home, your RRSPs and other investments all become substantial assets that must be considered in estate planning.
Benefits of Estate Planning
- Reduce probate fees
- Update or prepare a Will
- Verify estate income needs
Get Started
Get started by familiarizing yourself with the basics of estate planning and learning how preparing an estate plan can protect you and your loved ones when you need it most.
Insurance and Estate Planning
Visit our E-Learning Centre to learn more about insurance and estate planning and explore the investment options available to you.
The Value of Advice
Canadians with financial advisors are more confident about their future.
Client Relationship Document
We’ve developed a plain-language document that describes the relationship between you and your GP Wealth Financial Advisor or Planner.