Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

You have worked hard to build your wealth and now is the time to take control of the estate planning process. There is a lot to consider when preparing a properly structured estate plan that fulfills your wishes.

  • Customized estate planning Every estate plan is different, and we can help ensure that your plan addresses your needs. Whether you own a business or a vacation property, are separated or divorced, or are part of a blended family or common-law relationship, your estate plan should be customized to your specific situation.
  • Involving your family Properly structured estate plans protect families and clearly define your wishes. Distributing your assets among your beneficiaries without creating tension among them requires sensitivity and careful consideration.
  • Avoiding tax-related surprises and disappointments When considering your personal legacy, it is important to understand how your estate may be taxed at the time of your death, and to best plan for tax.

 As Power of Attorney for my mother, then Executor for her estate, I have relied on the Donnelly Group Private Wealth Management in many ways over the last 6 years. My questions, worries and requests have always been promptly addressed, competently, efficiently and with compassion. If necessary, professional opinions were sought from other experts. My mother had entrusted her financial matters to Keith, Carla and Gloria at Investors Group for many years and thought of them as “like family”! After she moved away from Sault Ste. Marie, she looked forward to her regular phone meetings with Keith and Carla, which continued until the very end of her life. As my mother’s life came to a close, the relationship between my mother and the Donnelly Group was transferred to me, and I came to understand the trust that my mother placed in all of them. After the passing of my mother, the Donnelly Group became indispensable to me, in my role as Executor of her estate. I have been guided every step of the way by Carol Ann and Keith, with Carla and Gloria helping as well. I truly do not know how I could have performed the role of Executor without Carol Ann’s help. She has made it possible and, in fact, fairly straightforward to do what was necessary, even though I live 750 km away from Sault Ste. Marie. She and Keith have been very patient at explaining things (sometimes multiple times!) and keeping the process moving along steadily. Through it all, they have been kind and empathetic, going above and beyond in their service. I am in agreement with my mother – the Donnelly Group is “like family” and they have been instrumental in the successful estate planning and execution of the estate plan for our family. 

Jennifer R-S.