Planning for the future is about more than just securing your financial comfort—it's about leaving a lasting legacy for your loved ones and supporting the causes you care about. At McKenzie, Hoover, McPhee, Russell Private Wealth Management, based in Vancouver, we specialize in crafting custom estate plans that ensure your wealth not only grows but also makes a meaningful impact beyond your lifetime. Whether you’re based in Edmonton, Toronto or anywhere across Canada, we are dedicated to helping you navigate your financial future and secure your legacy with precision and foresight. 

Tailored estate planning

Every family has distinct needs and goals, and your estate plan should reflect your specific life circumstances and aspirations. Whether your estate is straightforward or involves more complex elements such as businesses, multiple properties, or a blended family structure, our team is adept at creating tax-efficient estate strategies that align with your wishes. Our estate planning service is designed to articulate your intentions clearly, ensuring that your legacy is managed according to your exact desires. 

Whether you’re looking for estate planning in Vancouver, BC, or across Canada, we’ve got you covered.

Intergenerational wealth transfer

Transferring wealth to the next generation is a delicate process that requires not just financial acumen but also thoughtful communication and preparation. At McKenzie, Hoover, McPhee, Russell, we facilitate this transition by helping you outline and implement plans for lifetime giving and estate bequests. We also initiate and guide family discussions to prepare your heirs for their future responsibilities, ensuring they understand and respect the legacy they will carry forward.

Our intergenerational wealth transfer services extend to practical aspects of wealth transfer, from helping your children finance their first home to orchestrating the handover of family businesses or cherished vacation properties. Our aim is to make the transfer of your wealth as smooth and effective as possible, ensuring your assets are preserved and enhanced even as they pass to new hands.

Our holistic approach to estate planning involves more than just drafting documents. We believe in building, protecting, and strategically transferring wealth through an integrated process that combines financial planning, tax optimization, and legal structuring. This comprehensive method ensures that every facet of your estate is considered, from investments and insurance to tax implications and charitable giving.

We work closely with other professionals, including lawyers and accountants, to ensure that your estate plan is robust and compliant with all current laws and regulations. This collaboration enables us to provide solutions that are not only innovative and effective but also harmoniously integrated with your overall financial plan. 

Estate planning Vancouver

While our home base is in Vancouver, we proudly serve clients all across Canada, including a strong presence in our home province of British Columbia. Our deep understanding of regional regulations and opportunities, from Victoria to Kelowna to Surrey, empowers us to provide tailored estate planning that meets specific local needs. Whether it's minimizing estate taxes, establishing trusts, or creating lasting philanthropic legacies, our nationwide expertise ensures optimal outcomes for all our clients, adapting to the unique financial landscapes across the provinces. 

Ready to prepare your estate plan?

Choosing us for your estate planning needs means partnering with a team that is committed to understanding and achieving your long-term goals. Here are a few reasons why our clients trust us with their legacy planning: 

  • Personalized service

    We provide customized estate planning tailored to the unique needs of each client.

  • Expertise

    Our team is equipped with the skills and knowledge necessary to handle complex estate situations, ensuring comprehensive management of your assets.

  • Commitment to clients

    We are dedicated to fostering long-term relationships, offering ongoing support and updates as your life and the legal landscape evolve

  • Comprehensive estate planning solutions

    Our integrated services ensure that all aspects of your financial life are aligned with your estate planning goals.