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ClearEstate Planning

iA Private Wealth has partnered with ClearEstate to provide our clients with low cost Estate Planning and Settlement services provided by dedicated professionals at ClearEstate.  

 

ClearEstate | Online Estate Planning and Settlement Service

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Estate Settlement

For clients looking to settle an estate quickly, easily and at a reasonable cost, we offer 4 plans based on the complexity of the estate, including Estate Representative services. We’re with them from beginning to end: from applying for probate and filing the right paperwork to taking care of taxes and closing the estate.

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Estate Planning

ClearEstate offers estate planning packages for both individuals and couples looking to maximize their estate value and ensure an efficient estate settlement in the future. We leverage planning strategies to save on taxes and fees, and we help them make smart decisions regarding executorship, guardianship, distribution, wills, trusts, and more.

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Professional Executor

ClearEstate’s fiduciary partner acts as Estate Representative and ClearEstate as agent to professionally manage estate settlement. Our partnership with National Bank Trust allows ClearEstate to offer Professional Executor services at a fraction of the cost of the alternatives, making these services accessible and affordable for all families.

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Contact Us

Tel: 778-441-2500
 

Toll Free: 1-855-552-2500
 

Fax: 778-441-1307 
 

Email: BastionWealth.AdvisorsGroup@iaprivatewealth.ca

Monday  -  Friday
 

7:00 am - 4:00 pm

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iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

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This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. Bastion Wealth Advisors Group can open accounts only in the provinces where they are registered.

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Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

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