Income & Estate Planning

Most people will start their financial planning process by searching for a term such as ‘estate planning near me’, but most individuals do not recognize the need for more thoughtful planning as their business affairs become more and more complex over time.

If you are an individual with children, grandchildren, philanthropic ambitions, or personal assets (investments, businesses, vacation properties), you need a comprehensive income and estate plan to make sure your wealth is allocated according to your wishes. The purpose of searching for terms like ‘estate planning near me’ is to decrease the potential costs and delays involved in settling your estate.
 
At RowanOak we understand that building and protecting wealth is of the upmost importance. Our team is here to help you build a retirement income plan that reaches your goals and safeguards your estate for your children, grandchildren, and the personal causes you have spent a lifetime supporting. Families in the greater Toronto area have come to depend on RowanOak for our industry-leading financial planning, trust and estate advice to help their families preserve and transfer assets.
 
The team at RowanOak will work with your family to put the right plan and structures in place to meet your goals now, so you don’t need to be stuck online searching for ‘estate planning near me’ and other terms just to find an effective financial planning partner.