How to build a legacy through estate planning
Estate planning is more than just a set of legal documents. It’s a powerful tool for creating a lasting legacy that reflects your values, supports your loved ones, and strengthens...
Tag Archive for: Will
Five takeaways from our Wine & Wills seminar
Creating a will might sound complex and overwhelming. However, without one, the government decides who inherits your assets based on your family structure following the law. In that scenario, the...
Tag Archive for: Will
Meaningful giving conversations
Are you a financial planner, estate lawyer, or trust professional? Join us on October 6 for an evening of learning and networking with Rich Widdifield, CFP®, a Planned Giving Consultant...
250 940 4950
345 Wale Road, Victoria, BC V9B 6X2
With gratitude we acknowledge that we live, work, and play on the unceded traditional territories of the Coast Salish, Nuu cha nulth, Kwakwaka’wakw first peoples of Vancouver Island and surrounding islands.