Estate Planning in North Bay and Across Canada

Effectively managing and maintaining your resources go beyond considering your current financial situation. Farsighted estate planning and undertaking steps such as creating your will and a power of attorney are essential for your family's financial future. At CI Assante Wealth Management, we help our clients manage and distribute their wealth by providing dependable wealth management services, including estate planning in North Bay and other Northern locations.

Estate planning can seem daunting. When you entrust the task to us, you benefit from our years of experience and access to the expertise of professionals such as lawyers and analysts. Over the years, we've helped countless clients like yourself protect their assets and minimize potential risks to be able to provide for their families and loved ones in the future.

We can service clients across Canada from three different locations: North Bay, Sturgeon Falls and New Liskeard. Please contact us to learn more about how we can help you.


What Is Estate Planning?

Estate planning involves several processes that safeguard your assets and ensure they fall into the right hands in the future. In simple terms, it means removing uncertainties and considering the challenging decisions your loved ones might have to make if your health falters in the future. Estate planning with the assistance of our wealth management advisors enables you to detect potential issues, take care of them, and make arrangements for future estate distribution while taking taxes into account.

Every estate and family dynamic is unique and has a varied set of challenges. For this reason, estate planning looks different for every client we serve. Our team offers personalized estate planning depending on our clients' requirements. Some general considerations include:

  • How will the client's children be taken care of in the future?
  • How will a potential divorce or separation affect the client's estate?
  • Should the client establish a trust?
  • How can the client delegate assets for philanthropic causes?
  • How can the client minimize taxation?
  • And more


Would you like to learn more about our estate planning in North Bay and other locations? Please reach out to our wealth management advisors for an appointment.


Why Do You Need Professional Estate Planning?

Estate planning is one of wealth management's most pivotal and complex aspects. It affects the financial future of your loved ones and your assets. Oversights and minor errors can have severe implications and create uncertainties that can be taken advantage of. Professional estate planning from our wealth management advisors will ensure your assets stay protected in the future and don't fall prey to undesirable policies and elements. We have decades of experience in the field and will help you adhere to the relevant legalities.


Contact Us for Estate Planning in North Bay & Across Canada

Are you considering drawing up a plan for your estate? Let our seasoned wealth management advisors help. Besides this, we can provide other services such as tax and retirement planning.


Secure Your Family’s Financial Future

Our wealth management advisors can provide you with estate planning in North Bay and across Canada.

Make an Appointment