Estate & Planning Services

Whether you’re initiating your own financial plan or serving as an executor of an estate, you can get the help and resources you need to make the process easier.

Estate & Planning Services

A man looking at his phone.

Financial Planning

Meet with an Innovation Wealth Certified Financial Planner to create a comprehensive financial plan.

Our Innovation Wealth team can guide you through this vital process and leave you with a plan you feel good about. Contact them today.

Interested in estate planning information?

See our Estate Planning Information (pdf) brochure.

Create Your Online Legal Will

Our purpose is to simplify banking for Canadians. Knowing that many Canadians do not have a will or have not updated their will in the last five years, we wanted to extend a special offer to you to help make creating a will easy and affordable. It’s all part of our Responsible Banking™ philosophy.

Get an online will with Willful. As an Innovation member, you’ll receive a 20% discount.

Easy Online Wills

Gain Peace of Mind

Ensure your estate is handled according to your wishes.

Potentially Save Thousands

You could save thousands compared to visiting a lawyer and enjoy free easy updates, anytime.

Discover a Safe, Secure, and Trusted Service

150,000+ Canadians trust Willful to make their end-of-life documents.

Executor Assistance

Being named an estate executor can be a stressful obligation, particularly when you’re also grieving the loss of a loved one. View our Executor Checklist (pdf) to help make this difficult time easier.

Notify Us

To inform us of the passing of a loved one who has accounts with us, please share the following information:

The information contained on this web page is not intended to serve as legal advice.