In order to achieve your wishes for the future, it is important to ensure your estate and trust plan is tailored to your unique situation. This includes coming up with the right plan for you to address complex arrangements, including succession plans, charitable giving, unique family needs and assets or beneficiaries located across or outside of Canada. Your ATB WealthTM advisor and our specialists are here to help.
A tax-efficient wealth strategy can have a significant effect on your income and cash flow, during working years and in retirement. Your ATB Wealth advisor will work with a tax specialist and your chosen tax professional to develop a tax strategy that complements your larger financial plan.
Trusts often play an important role in estate, succession and tax planning. Trust planning may enable you to protect the wealth of beneficiaries, enable philanthropic donations, provide a measure of asset protection or provide for a disabled beneficiary. Trusts may also be a valuable tool in transitioning your family business to the next generation.
Our specialists can help you understand the various types of trusts that may suit your needs. Through your ATB Wealth advisor and our external partner, Cidel Trust Company, we offer a wide range of trust services to suit your needs, including corporate executor and trustee appointments, corporate attorney appointments and philanthropic structures.
- Tanis Jalbert, LLB - Estate and Succession Specialist
- Josh Proulx, JD - Tax & Business Succession Specialist
- Michelle Seymour, CPA, CA - Director, Tax & Business Succession Planning
- Raymond Letendre, CPA, CGA, CFP, Specialized Wealth Planner
- Jennifer Empey, CFP, CIM, Specialized Wealth Planner