You will have peace of mind that your estate
and beneficiaries will be taken care
of after your passing
Everyone deserves a trustworthy, loyal and compassionate executor. Without one, you risk missed deadlines, inaccurate valuation of your estate and strained family relationships. Filling out complicated tax forms and tracking all assets, income and expenses can be a time-consuming and confusing process. Allow us to take that burden from your family.
Who We Are
We are dedicated to ensuring that all estates and trusts are managed in a delicate yet professional manner. The Professional Executor provides a good balance of compassion for the beneficiaries with the proficiency to manage all financial, legal and regulatory requirements. We are members of the Canadian Institute of Certified Executor Advisors (CICEA) and the Certified Executor Advisor Network (CEAN).
What We Do
As Certified Executor Advisors, we ease the minds of families. We are dedicated to ensuring that reports are completed in a timely manner and that your estate is valued correctly. We offer various solutions to meet your needs; no matter your circumstance, we believe we can help you. We work with estates in the Province of Ontario.
of a Will
Death is not a topic most people want to discuss. It brings up many emotions thinking about one’s own death or that of a loved one. The issue is that we don’t know when that time will come. Procrastinating creating a will is placing your family in a difficult position if you die intestate (without a will). It won’t be you who has an issue with your lack of a will it will be your family.