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FINANCIAL SERVICES

Estate & Legacy Planning

Estate planning is about making informed decisions today so your wishes remain clear in the future. We help you structure wealth transfer, beneficiary designations, and family protections with care. The result is a plan that reflects your priorities and supports those you care about most.

Areas of Focus:

  • Coordinating wills, trusts, and beneficiary designations

  • Tax-efficient wealth transfer and estate settlement planning

  • Asset protection for families and future generations

  • Strategies for blended or complex family dynamics

  • Charitable giving and philanthropic planning

  • Ensuring your estate plan integrates with your broader financial strategy


Preserve What Matters Most

Create a plan that helps protect your legacy and provide clarity for the people and causes you care about most.

Family spending quality time together in the kitchen, reflecting the importance of family, legacy, and planning for future generations.
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Proudly Supporting PPAO Members

We are proud to work directly with members of the Police Pensioners Association of Ontario (PPAO), providing personalized financial guidance tailored to retirement and long-term planning needs.

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Canada Life
Estate Planning Personal Records Organizer
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Estate planning
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Take the First Step Toward Financial Clarity

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Insurance products, including segregated fund policies are offered through Craievich Financial Services and Wealth Advisors David Craievich, Paul Craievich, Craig Allen, Pieter Lindhout and Myles Arton-Smith offer mutual funds through IPC Wealth Inc. IPC Wealth and design are trademarks of Investment Planning Counsel Inc. and used under license to IPC Wealth Inc. 

 

For the IPC Wealth privacy policy, click here

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Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

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