Your one-stop-shop for Estate Planning, Wills and Powers of Attorney

Concerned that your loved one won't be able to take care of themselves soon? We offer a complete solution for getting your affairs in order...

Everything from getting Wills and Powers of Attorney to Transitioning your family inheritance.

Our Comprehensive Program covers:

  • Complete Estate Planning support

  • Wills and Powers of Attorney

  • Government+Tax benefits

  • Planning for their care

Our legal and financial team will ensure a seamless process.

6 Steps To Peace Of Mind:

  1. Assess existing Wills nad Powers of Attorney while your loved one is mentally competent.

  2. Help calculate cost of care (nurses, PSWs, home renos, etc.)

  3. Take a look at income and assets to build your parents a financial plan.

  4. Explore government programs to reduce taxes and provide additional funds.

  5. Manage and mediate family expectations throughout the process.

  6. Execute a strategy for comfortable living for your whole family.

Our 3-step comprehensive PoA program covers:

Review current situation

We'll review PoAs Wills, Health concerns, Care, Government Programs

Identify required actions

Funding options, review beneficiaries, ownership structures, taxes

Plan and execute

Work with our legal and financial team to finalize a seamless execution.

We are a family just like yours and understand the importance of these transitions.

We have helped multiple families ensure a smooth and secure financial journey.

Why work with Hunter Wealth?

  • Expertise: We specialize in handling complex financial situations related to aging parents.

  • Family-Centric Approach: We prioritize preserving family harmony while addressing financial concerns.

  • Peace of Mind: Our services provide you with confidence that your parents' financial needs are well-managed.

  • Education: We offer resources and advice to empower you with knowledge.

Meet Blake and Julie Hunter...

Nature lovers and finance professionals, they have been helping address the unique financial needs of their clients' aging parents for the past 30 years!

Contact us for a complimentary 30-minute advice session today.

Blake Hunter, B.Comm, CFP, CIM, TEP

Julie Hunter, BA