estate and generational planning

black & white photo of a family walking the beach at sunset

No one knows what tomorrow may bring, but taking steps now can help shape a lasting legacy for loved ones. With personal and professional assistance from our experts, you can rest easy knowing your financial affairs will be in order after you're gone.

Estate planning is much more than trying to save income tax. It is an ongoing process that meets family aspirations, business goals and charitable goals.

The Williamson Group’s holistic approach to developing comprehensive custom-tailored estate planning strategies ensures that your personal and financial wishes are followed if something happens to you or those you love.

We take into account all of your holdings, including your home, investments, business, life insurance, pension plans and other properties. We will take the time to understand your personal estate obligations and help you determine how best to meet your aspirations.

Our Partners

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through The Williamson GroupA Cowan Company.

Disclaimer | Privacy Policy