Estate Planning
Establish a multi-generational legacy for those you love.
Before you talk to a lawyer...
Our team can guide you through the process of building an estate plan through wills, power of attorneys, personal directives and more.
Is generosity central to your estate plan?
We have partnered with the Canadian National Christian Foundation (CNCF) to offer a whole new way to give through a CNCF donor-advised fund.
CNCF offers strategies and giving options that allow you to give in ways that will have more impact on God’s kingdom while maximizing your gift. The CNCF Giving Fund is a donor-advised fund with a Christian focus, so it's as if you are setting up your own private foundation without the cost and hassle of managing it.
Looking for more estate planning services?
Meet with a Financial Planner from Christian Wealth Strategies!
Christian Wealth Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of Credit Unions and their communities. Trade-mark(s) of Christian Wealth Strategies are under license by Aviso Insurance Inc.
