Advisors with Purpose

National Partnership (for Canadian residents & Canadians living abroad)

Advisors with Purpose (AwP), a national, Christian, non-profit organization offers the services of professional estate advisors. They will help you think through decisions regarding your estate and create a unique estate plan for your Will that reflects your life, faith, and values. If you don’t have a Will or need to update it, Advisors with Purpose (AwP) can work with you to ensure you have all the information you need to make the right decisions for you, your family, and your heirs. Every estate plan is created individually and various options for tax strategies are provided based on each personal situation. 

Estate Planning Essentials

Specific Offerings:

  • They can work with you to discuss questions related to your family, any special circumstances involved, or difficult family dynamics.
  • They can help you consider succession planning, care of children and grandchildren, vacation properties, and investment properties.
  • They can offer insights into how to protect your estate and leave a meaningful legacy.
  • They can explain how a Will can serve as a crucial tool to ensure that your assets are distributed according to your wishes, minimizing the potential for family conflicts, and providing peace of mind for you and your loved ones.

Questions They Can Answer:

  • Are you grappling with or anticipating conflict in your Will-planning process?
  • Do you have questions about how you can protect your assets and health-care choices if you're unable to make decisions due to mental or physical challenges?
  • Do you have a blended family and have questions about how this impacts your estate plans?
  • Do you have children with exceptionalities and are wondering the best way to safeguard their future through a trust, how to choose the right guardians, and how to make the most of government benefits?

Upcoming AWP Webinars

Navigating family dynamics can be particularly tricky given the diverse personalities, expectations, and communication styles that develop over time. These differences often contribute to conflicts and misunderstandings, especially during stressful or transitional periods. Our partners at Advisors with Purpose are offering a 45-minute webinar specifically tailored for those grappling with or anticipating conflict in their Will planning process.

Hosted by: Mary-Lynn Huizinga

This upcoming webinar will explain how you can protect your assets and health-care choices if you're unable to make decisions due to mental or physical challenges. Our partners at Advisors with Purpose will review topics like creating powers of attorney, advance directives, and other key documents you may need. Do not wait until it's too late—learn how to prepare yourself with the knowledge and tools to protect your estate and ensure your wishes are followed, even during tough times.

Hosted by: Abraham Somavarapha

Nearly 60% of families do not have a Will in place, but there's still time. Do you have a Will, and if so, is it current and complete? Have you selected a trustworthy executor who's ready for the responsibility? Have you explored ways to pass on your assets to your children or heirs in a mutually beneficial manner? What about the tax implications of your registered assets—have you made plans for those? Have you considered including charitable gifts in your Will? Have you discussed your decisions with your family and made sure they understand your wishes? Our partners at Advisors with Purpose are hosting a 45-minute webinar for retirees who want to ensure they've covered all the bases, allowing them to enjoy life without the stress of crucial decisions looming over them.

Hosted by: Lorne Jackson