Will & Estate Planning

In appreciation of your valued business relationship with us, your Fredericton Investment Advisors are pleased to be able to offer our high net worth clients a complimentary Will and Estate-planning consultation with Gregg Knudsen.

Gregg works closely with your RBC Dominion Securities Wealth Managers to provide you with information on structuring your estate in an the most efficient and tax-effective manner.

Since joining RBC Dominion Securities in August 2005, Gregg has worked successfully with our Investment Advisors in assisting clients to implement estate planning strategies for themselves and their families.  Examples of these strategies include business succession, trusts for minor children and adults with disabilities, charitable planned giving and other effective and tax efficient plans.

Gregg’s background includes a Bachelor of Laws from Dalhousie Law School and a Bachelor of Arts from Saint Mary’s University. Admitted to the Bar of Nova Scotia in 1990, Gregg developed his expertise as a Will & Estate Consultant while in private practice and working for 10 years in Wealth Management divisions of two other financial institutions. He has also completed the Canadian Securities Course.

Gregg is the President of the Halifax Estate Planning Council, and a member of The Society of Trust and Estate Practitioners, the Canadian Bar Association and the Dalhousie University Planned Giving Advisory Board. In the past, he has served on law reform committees dealing with wills and estates in Nova Scotia, as a Director of Certified General Accountants – Nova Scotia and as Chair of the Canadian Bar Association, Nova Scotia Branch, Wills and Trusts Section.

Following your consultation, Gregg will provide you with a detailed report outlining various estate planning strategies for you to explore in further details with your Investment Advisor, lawyer or accountant.