Our team works closely with our clients to create strategies for the preservation and transfer of their wealth, ensuring their personal legacy and family succession plans continue well into the future.

Through personal communication with our advisors, we guide you in creating a total wealth plan that addresses today’s needs, tomorrow’s goals and that of future generations. We advise you on the development of a thorough and integrated estate plan that provides discretion, comfort, and peace of mind for you, your family and loved ones.

Working with our partners at Scotiatrust we also offer estate administration and trust management to help ensure the desires expressed in your will and trusts are carried out with sensitivity, professionalism and objectivity. From philanthropic advisory, trusts, wills, executorships, estates, settlements, transfers and more, the Oakvest Group custodial services have a strong reputation for service, security and privacy.

Learn more about Scotia Wealth Management – Scotiatrust

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