Estate & Trust Planning


Estate & Trust Planning

Estate Planning

Estate planning is about your wishes for your loved ones and those you care about most. Ensuring your wealth goes where you intend it to is part of a holistic financial plan. Whether it’s your family or a favoured organization, charity or not-for-profit, Endeavour is here to help you fulfill your wishes. We strive to give you peace of mind by helping you build a highly personalized estate plan. To maximize your potential wealth transfer, we focus on minimizing taxes and other potential costs. With the guidance of experienced professionals, we work to assess the following:
  • Do your current estate documents reflect your wishes? How can we ensure your wishes continue as your life changes?
  • How can we best protect your assets from creditors?
  • How do you wish to transfer your assets? Is it important they remain in your family?
  • Do you require assistance in putting together a medical directive and/or power of attorney?
  • Do you wish to leave a financial donation to a charity, and what can we do today to maximize your future donation?
  • Are your loved ones prepared for the administrative burden of serving as an executor or does it make sense to use a professional trustee?
Providing expert wealth management solutions for dentists across Canada, with specialized services Across Manitoba, Winnipeg, and Vancouver

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