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Canadian Estate Club and Heritage Trust Company Inc.

Empowering Women in Wealth | Estate Administration Pitfalls | Why More Canadians are Turning to Trusts

Published 7 months ago • 1 min read

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Your Estate Matters Newsletter

Your Estate Matters Podcast

Episode 32: Empowering Women in Wealth

In this week's episode of Your Estate Matters, we engage with Catherine Dorazio, a seasoned wealth advisor from Connor Clark & Lunn Private Capital. They explore the growing influence of women in wealth management, noting that women are projected to control significant portions of wealth in the coming years. Catherine discusses the societal and economic impacts of this trend, the conservative investment approaches often adopted by women, and the challenges they face in financial literacy. The episode emphasizes the importance of education and professional support, encouraging women to take control of their financial futures.

Your Estate Tips

Top Ten Common Estate Administration Pitfalls & How to Avoid Them

Administering an estate is a significant responsibility, and even well-intentioned executors can encounter challenges that lead to delays, legal complications, or personal liability.Understanding common pitfalls in estate administration is crucial to ensure a smooth process.

By familiarizing yourself with these potential pitfalls, you can better prepare for the responsibilities of estate administration and avoid common errors that may arise during the process.

Why More Canadians Are Turning to Trusts in Estate Planning

Contrary to popular belief, trusts aren’t just for the wealthy. They are legal tools that offer practical solutions, including navigating blended families, supporting vulnerable beneficiaries, or seeking to avoid probate and maintain privacy.
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Trusts aren’t right for everyone. But for the right situation, they’re a powerful tool to ensure your intentions are carried out thoughtfully and securely.

Here are some ways you can work with us:

  1. ​Book a free consultation with Heritage Trust.
  2. Download our free checklist “Essential Steps for Estate Planning.”
  3. Purchase our course "The Estate Organizer for Canadians."
  4. Join the waitlist for the Canadian Estate Club membership here: https://www.estateclub.ca/canadian-estate-club​

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Canadian Estate Club and Heritage Trust Company Inc.

We help clients protect their families, their assets and their legacies.

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