Service & Solutions

Power of Attorney

The ability to speak for you or your company is a decision you wouldn’t give to anyone. You need a trusted official to represent you or your company’s best interests. With the expert advice of MLD Wealth Management, we’ll help advise you in finding a power of attorney that can understand and represent your unique needs and execute decisions on your behalf. Let us help you through this process and match you with someone that will handle the responsibility with care and integrity.

Last Will & Testament Review

As you grow older, your needs will change and your Last Will and Testament may need to be reviewed and adjusted. Maintaining an up-to-date draft of your will by way of frequent review will simplify a trying time in the lives of your beneficiaries. Make sure the conditions of your will are clear and effective by visiting with an MLD Wealth Management agent today. We’re dedicated to making your testament’s plan actionable, clear, and easy-to-follow in order to benefit all parties involved.

Coordination of Estate Planning

Our team of estate planners will help identify and articulate your financial goals in the process of organizing your estate. As a full-service wealth management firm, we’ll show you how to minimize taxation on the wealth you distribute once the plan is enacted, as well as exactly who you can trust to put that distribution strategy into place. Together, we’ll accomplish your estate goals – from preparing your official documents, taking inventory on your debts and assets, to planning the disbursement of your wealth to your beneficiaries.

Tax Consultation

The variety of portfolio structures can sometimes make tax reporting an arduous endeavor. A highly diverse portfolio can often be fraught potential missteps. Our tax specialists will help you prepare for tax season so that you will be able to adhere to federal and provincial tax requirements. Our tax professionals at MLD Wealth Management will help you optimize your tax reports to lessen your tax burden.