Estate & Planning Services

  • Get financial planning guidance
  • Find help as an Estate Executor
  • Get an online Will at a 20% discount
  • You'll hear from us in two business days!
Father and Son Chatting in the Park

Innovation Wealth - Our Investment & Planning Subsidiary


Financial Planning

Meet with an Innovation Wealth Certified Financial Planner to create a comprehensive financial plan. Financial planning doesn’t have to be complicated. It’s all about making informed decisions to secure your financial future.

Estate Planning

It’s tough to think about leaving your loved ones behind, but it’s even tougher to think about leaving them unprotected. Innovation Wealth's Financial Planners can help guide you through the estate planning process and leave you with a plan you feel good about. 



Easy Online Wills Through Willful

Willful is a Canadian company that specializes in online estate planning services. Founded in 2017, Willful aims to simplify the process of creating legally binding wills and other estate planning documents. The platform allows you to create your will and power of attorney documents online, without the need for expensive legal fees or complicated paperwork.

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Gain Peace of Mind

Ensure your estate is handled according to your wishes.

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Potentially Save Thousands

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

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Discover a Trusted Service

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


Special Offer - 20% Discount

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.




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.