Aviso Wealth

Estate planning

Protecting your heirs. Together.

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Without estate planning, your hard-earned assets and money may not end up in the hands of your loved ones! Our experts work with you to develop customized solutions for estate and tax planning, wills, trust deeds, special assets and survivor income.
When it comes to discussing the transfer of wealth, oftentimes we only think of the transfer from parents to children, when in fact, more potential transfers need to be anticipated. There may be two or more transfers to consider, such as the transfer of assets from one spouse to the other spouse, and then the transfer to family, partners or perhaps charities.

Outlines

You wish to preserve the value of your assets when transferring them to your family.
You want to avoid taxes and fees from eroding the value of your estate.
You want your assets to be transferred as smoothly as possible to your beneficiaries.
You wish to minimize the amount of the costs of settling an estate.
You want to take advantage of the benefits of segregated funds and annuity settlement options.
You would like to leave a legacy behind you, which could include support for a charity.

Alliance Wealth Management is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investment services to members of credit unions and their communities. Trademarks of Alliance Wealth Management are used under licence by Credential Financial Strategies Inc. Mutual funds, other securities and security-related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.

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