Trust Products
| TD Private Client Group Estates and Trusts |
| Will & Estate Planning |
| Executor Assistance |
| TD Private Client Group Private Investment Counsel |
Estates and Trusts from TD Private Client Group specializes in personal trust services and can work with you to set up a trust that can be used to hold or distribute property, minimize taxes, protect family assets or preserve business assets.
Trusts can be established to generate living (inter-vivos) trusts during your lifetime, or testamentary trusts that are created through your Will to become effective upon your death for the benefit of your loved ones. TD Private Client Group Estates and Trusts has expertise in both living (inter-vivos) and testamentary trusts.
Whatever the size of your estate, you can benefit from smart estate planning. A well-designed estate plan can help to ensure that your assets are distributed according to your wishes. Just as importantly, it also protects your beneficiaries from costly and needless delays in the settling of your estate.
The objective of any Will is to ensure that your beneficiaries receive in accordance with your instructions, the maximum benefit and protection from your estate, with a minimum of difficulty.
In the capacity of Agent for Executor, TD Private Client Group Estates and Trusts can assume the administration of the estate and all this entails, while leaving you in total control.
Dealing with a professional Executor offers several benefits. TD Private Client Group Estates and Trusts' estate administration officers have the experience, financial expertise, impartiality, and reliability you need. You will find them sensitive and understanding, as well as fully professional. In addition, they have immediate access to TD Private Client Group Estates and Trusts' specialists in investment, tax law, real estate, and other key areas.
Private Investment Counsel from TD Private Client Group is designed for clients who wish to have their portfolios fully managed by an investment professional. Investment recommendations are backed by TD Private Client Group's team of economists, investment, tax and administration specialists. This leaves you totally free to concentrate on your personal goals while TD Private Client Group manages your investments.
To arrange a private consultation visit First Nations Bank or call 1-800-26TRUST (1-800-268-7878).
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