Legacy Planning

How Will You Be Remembered?

Legacy planning goes beyond traditional estate planning… it's about how you want to be remembered, what values you pass on, and how you transfer wealth, purpose, and impact to your future generations.

Comprehensive Legacy Planning

In Canada, legacy planning blends financial, legal, tax, and personal considerations, and at HCS we pride ourselves in getting to know you, your situation and your goals, and put together an in-depth plan that helps those goals become a reality.

Key Factors to Consider

Understanding Your Vision

Your values, and what kind of impact you want for future generations

Comprehensive Estate Plan

Including tax and legal structuring for wealth transfer

Education

On the various elements of legacy planning

Implementation

Of the necessary planning components

Ongoing Review

And adaptation as things change

A Personalized Approach

Legacy planning can come in many forms, and no one plan suits everyone, so it's best to meet with an Advisor to learn which strategies work best for your specific situation and goals.

There's No Better Time Than Today

Book your free consultation to see how we can help you create a lasting legacy that reflects your values.

Schedule Your Free Initial Consultation Free Consultation