Skip to main content

Agrawal Associates Private Wealth Management

Call today to book your free consultation

403-727-2800 888-996-9990
Investments | Banking
 
  •  
  •  
  •  
  • Client Login
 

Agrawal Associates Private Wealth Management

  • Home
  • Our Services 
    • Investment Management
    • Retirement Planning
    • Risk Management
    • Tax Planning
    • Cashflow Planning
    • Debt Management
    • Estate Planning
    • Business Planning
    • Intergenerational Transactions
    • Philanthropic Solutions
  • About 
    • Girish Agrawal, CFP
    • Our Team
    • Recommended Professional Advisors
    • Our Process
    • Community Support
    • Awards & Recognition
  • Blog 
    • Blog
    • Newsletter Sign Up
  • Testimonials
  • Events 
    • Upcoming Events
    • Past Events
    • Event Gallery
  • FAQ 
    • Frequently Asked Questions
    • Resources
  • Contact 
    • Careers

    You are here

  1. Home
  2. Our Services
  3. Estate Planning

Estate Planning

Protect your estate

As you accumulate wealth, you need a blueprint that allows you to manage, enjoy and pass on your assets while minimizing taxes. After assessing your financial status we find opportunities to reduce your tax bill, safeguard your final wishes, and protect the people you love.

We provide the most effective strategies based on your intentions for your estate to cover funeral costs, support dependent family members, or pursue philanthropic goals. We can help with the following:

  • Trust creation
  • Charitable giving

 

Let Agrawal Associates Private Wealth Management help protect your estate. Contact us today to set up a confidential, no-cost, no obligation consultation with a member of our team. Call 403-727-2800, or book a meeting.

 

 

Book a Meeting

Tell a Friend

Financial Services
  • Investment Management
  • Retirement Planning
  • Risk Management
  • Tax Planning
  • Cashflow Planning
  • Debt Management
  • Estate Planning
  • Business Planning
  • Intergenerational Transactions
  • Philanthropic Solutions

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Disclaimer
  • Investors Group Securities Inc.

Contact info

  •   #100-37 Richard Way SW, Calgary, Alberta T3E 7M8
  •   403-727-2800
  •   888-996-9990
  •  

RegulatedByIIROC_350.png

© 2021 Agrawal Associates Private Wealth Management. All rights reserved.

Website Design For Financial Services Professionals