Estate & Legacy Planning

Protecting What You’ve Built — and the People You Care About

Estate planning is not just about the end of life — it’s about protecting your wishes, reducing uncertainty, and ensuring your loved ones are cared for.

At Pryce Financial, we help Canadians understand the financial considerations that support a thoughtful estate plan.

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Experience

Key Estate Planning Considerations

Wills & Beneficiary Alignment

Ensuring assets are distributed according to your wishes requires proper coordination between financial accounts and legal documents.

Power of Attorney

Planning for incapacity is just as important as planning for death. We help clients understand the financial implications of incapacity and preparedness.

Tax Considerations at Death

Certain assets may trigger taxes at death. Understanding this early can help reduce surprises later.

Legacy & Charitable Planning

Some families wish to leave a financial legacy or support causes that matter to them.

Who This Is For

✅ Families with dependents

✅ Homeowners and investors

✅ Business owners

✅ Anyone who wants clarity and peace of mind

Our Role

We provide education and coordination — and work alongside legal professionals where required.

Estate planning is about clarity, not fear. Let’s begin your legacy conversation today.

At Pryce Financial, we believe every Canadian deserves a clear, simple, and personalized path toward financial security.

Contacts

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Address

2ab-27 Manitou Dr Kitchener, ON N2C 1K9

Disclaimer

In Canada, Pryce Financial Insurance Agency Inc. offers life insurance and segregated funds, while Pryce Financial Securities Inc. offers mutual funds. Both entities operate as affiliated companies.

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