Wealth and Estate Planning

Developing a financial plan or an estate plan will help ensure that you have the information and tools to make the right investment choices for you. At Fidelity Trust Services, we know how important it is to develop plans that consider both your current and future needs, as well as the needs of those you love. Working closely with your Investment Advisor, our Wealth & Estate Planning Specialists can help guide you through a process that includes financial planning and charitable giving strategies to ensure you make the most of your investments.

Financial Planning

We work with you to provide an in-depth analysis of your current financial picture. In our discovery meetings, we will gather information about where you are now and what you want to accomplish. We then create a personalized plan to help you reach your short and long-term goals.

Our attention to your success remains paramount and we conduct annual update meetings to discuss and adjust your plan as necessary.

Charitable Giving

Charitable Giving is an integral part of your financial and estate plan, allowing you to support initiatives that are important to you, while also helping to maximize tax-efficiency.

Fidelity Trust Wealth and Estate Planning has partnered with Charitable Impact Strategies. They offer a unique Donor-Advised Fund that allows you to donate your securities directly. Together with our Wealth and Estate Planning Specialists, they create a customized donation plan for you, to ensure that your charitable giving wishes are achieved.

Education Planning

Your Investment Advisor can help you maximize your savings through tax-deferral strategies including the Registered Education Savings Plan (RESP). An RESP is a great way to start planning for your children(s) education.

Estate Planning

You’ve spent your life accumulating your wealth. Your Investment Advisor can help you to preserve these assets and ensure they are managed the way you intended. We will work together to create a personalized estate plan that meets your needs, as well as the needs of those you love.

Retirement Planning

How much should you save? How much will you need? How can you defer and reduce the taxes you pay before and after retirement? These are just some of the questions your Fidelity Trust Wealth Management Investment Advisor can help you answer when building a retirement plan suited to your needs and goals.

Business Succession Planning

Having a succession plan will not only allow the transfer of your business to be more successful but will also afford you an opportunity to better protect the business you have built. The right succession plan will provide you with the ability and tools to deal with any potential unexpected roadblocks.


Corporate Planning

Corporate Planning involves creating both a short-term and long-term plan to improve the overall financial health of your business.

Group Benefits

Finding the best benefit plans for your employees can be a challenging task. With help from our partners we ensure that you have a dedicated, industry-leading partner throughout the process.

Individual Pension Plans

An Individual Pension Plan (IPP) is a defined benefit pension plan built specifically for you, where you can make increasing contributions over time to fund a pre-determined retirement amount. IPPs can help you retire on your own terms, while also providing significant tax and estate planning benefits.


Your Success Starts Here

Our Investment Advisors are backed by a wide array of resources and specialists who
work together to build a customized plan to align with your goals and help you succeed.

Ready to get started? Take a moment to connect with one of our knowledgable
Investment Advisors Worldwide.