Canadian Estate Club and Heritage Trust Company Inc.
Estate planning expertise at your finger-tips! Lead and taught by top experts in the field and tailored to the Canadian legal landscape, The Canadian Estate Club and Heritage Trust is your one-stop source of the latest estate information, resources and tips.
The Estate Planning Checklist for Canadians
This guide makes estate planning easy.
Whether you are starting or updating your plan, this checklist outlines exactly what you need.
You’ll have clear steps to get it done, without confusion or overwhelm.
Ready for peace of mind knowing your family and estate are protected?
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Family Offices in Canada
Many of Canada's wealthiest families, who often own and operate family businesses, view both their businesses and their families as legacies to be carefully managed and passed down. These families are driven not only by personal success, but also by a desire to contribute positively to the future.
These families are deeply concerned with the long-term impact of their enterprises on the Canadian economy and beyond.
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Harnessing Conflict
Your guide to how a family business can survive and thrive.
Nicole Garton’s book, Harnessing Conflict, How Family Businesses can Survive and Thrive is aptly titled, as it explores the ambitious goal of conflict transformation in family business.
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Before It’s Too Late: the Estate Organizer for Canadians
Would your family know where to find your critical personal and financial information if something happened to you? Organizing these important details now will significantly ease the burden on your loved ones during a difficult time.
This preparation ensures your wishes are followed, your assets are managed effectively, and your estate is settled efficiently.
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