Estate and Legacy Planning
We are here to help you plan and facilitate your estate and to allocate your wealth based on your legacy goals. We work closely with you and your family, as well as your lawyer and accountant, to assist with family inheritance, charitable giving and planning endowments. In doing so, we will ensure that your estate planning strategies are focused primarily on tax minimization within the inter-generational transfer of your wealth.
Farm and Business Succession Planning
We can help you execute on an effective and successful transition from your business, whether you are transferring ownership within your family or outside. Our unique approach to succession planning encompasses your personal and business situation, and is part of a complete financial strategy. We will work with your team of lawyers and accountants to ensure your legacy is protected.
Thrive Wealth Strategies Ltd. is a subsidiary of Thrive Wealth Management Ltd., offering financial planning, life insurance and investments to member of credit unions and their communities. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
Important information and disclaimer