Estate Planning. Now Free for DMA Clients
Through our mutual fund dealer Investia Financial Services Inc., DMA has partnered with Willful — Canada’s leading online estate planning platform — to make it easier than ever for eligible clients to put a valid Will and Powers of Attorney in place.
We believe that sound financial planning goes hand in hand with a solid estate plan. Together, they’re what allow you and your family to feel confident that your wishes are protected and your legacy is secure.
Please note: Complex situations involving secondary Wills, additional entities, or multi-jurisdictional structures fall outside the scope of this offering. If this may apply to you, please get in touch and we’ll discuss the right path forward.
Approximately 70% of Canadians don’t have a legally valid Will or Power of Attorney. We’re offering this service because we want to help change that — starting with the people we work with.
Fast and Convenient
Most clients complete their Will and POA in about an hour, entirely online.
Plain Language
Every question is explained clearly — no legal background needed.
Legally Valid
Documents meet legal requirements in every Canadian province.
Always Up to Date
Update your documents any time as life circumstances change — no extra charge.
Complete Coverage
Create your Will, POA for property, and POA for personal care in one place.
Built with Lawyers
Willful was developed in partnership with experienced Canadian estate lawyers.
Ready to get started?
Eligible DMA clients can set up a free Willful account by reaching out to us directly. If you have a family member who may also benefit, we’re happy to connect them with an advisor.