Wealth and estate planning
What’s your legacy?Ensure your estate, trust and tax plans reflect your vision for the future.
Your ATB Wealth Advisor and our wealth experts will work with you to design an estate and trust plan that fulfills your wishes for the future. Our specialists have experience with complex arrangements, including succession plans, charitable foundations, unique family needs, and assets or beneficiaries located across or outside of Canada.
Our external partner, Cidel Trust Company, offers a full suite of trust and estate products.
Trust planning can allow you to minimize taxation issues, shelter income in the event of sudden death, protect the wealth of beneficiaries, enable philanthropic donations, and provide a measure of asset protection.
Through your ATB Wealth Specialist and Cidel Trust, we can offer a wide range of trusts to suit your needs, including trustee appointments, corporate attorney appointments, philanthropic structures, inbound trusts, insurance trusts and asset protection trusts.
A tax-efficient wealth strategy can have a significant effect on your income and cash flow, during working years and in retirement. Your advisor will work with a Tax Specialist and your chosen tax professional to develop a tax strategy that complements your larger financial plan.
Meet your specialists
Doug Smith LLP TEP
Tanis Jalbert LLB
Michelle Seymour CA
Director, Tax & Business Succession Planning
Josh Proulx JD
Tax & Business Succession Specialist