Estate Planning

...A worthwhile investment

Are you tired of radio sound bites that say “You Could Lose 50 per cent of Your Wealth”? We’re not interested in using scare tactics to get your attention. We think the facts speak for themselves. But we also know that, if left unattended, you and the loved ones you leave behind could lose a significant portion of your estate to taxes.

A values-based estate plan is the result of us understanding what your dreams are. Assuming you have assets left at death, what do you want done with them? Do you have heirs, or favourite organizations that you want to give to?

Estate planning is not something that should be put off until after retirement. You might find this estate planning checklist helpful.

In many cases, there are certain strategies that you will be better off implementing earlier in life. The longer you wait, the fewer choices you’ll have. Working with estate specialists, we can prepare a values-based estate plan that takes your personal values into consideration and offers you choices you can implement. For example, your choices might include trusts or insured annuities. Our commitment to you is that we will deliver an estate plan that meets your particular needs.


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Whipp Tips & News

Sweden’s largest pension fund just gave Exxon Mobil and other energy giants a stinging slap on the face

Sweden’s largest pension fund, AP7, has sold its investments in six energy companies that it says breach the Paris climate agreement

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Fund Selector: ESG myths and realities

There are plenty of companies that make a positive contribution to society and the environment that have also performed extremely well.

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Top UK fund manager divests from fossil fuels

Archbishop of Canterbury plays crucial role in BMO Global Asset Management’s decision to dump £20m of shares in firms such as BHP Billiton

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The information in this website was obtained from sources believed to be reliable, however, we cannot guarantee that the information is accurate or complete. The information provided is a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities.

Leede Jones Gable Inc. is a
Member of IIROC and the Canadian Investor Protection Fund
Stephen Whipp is a member of the Responsible Investment Association