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Wills and Estate Planning

“If you do not have a Will or plan for your estate, then the government has one for you.”

— Shez Christopher

Wills and Estate Planning are essential tools that enable individuals to protect their assets, provide for their loved ones, and ensure their wishes are carried out regarding their estates after they pass away. Creating a comprehensive estate plan tailored to individual circumstances is crucial for a secure financial future and peace of mind.

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Although not an in-house service, we provide a complimentary referral to an expert lawyer and help you from the start to finish by making it as easy as setting up the Will from the comfort of your living room.

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A Will is a legal document that outlines an individual's wishes concerning the distribution of their assets, care of dependents, and appointment of executors or guardians after their death.

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Estate planning involves a comprehensive strategy to manage an individual's assets during their life and their distribution upon death, considering tax implications and personal wishes.

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To gain peace of mind and establish your Will and/or Estate Plan, click below to reach out to us.

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Raj Arora, CFA

Portfolio Manager, Investments and Insurance

Foster & Associates Financial Services Inc.

25 King Street West, Suite 2100 | Commerce Court, PO Box 228 | Toronto, Ontario M5L 1E8

©2023 Raj Arora, CFA. All rights reserved.

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