What We Do

Cadence will analyze over your situation to find what you need to do and build you your custom roadmap. Below is a list of some of the items we can help with:

Understanding Duties
  • Executor duties
  • Executor risks 
  • Finding information
  • Keeping records
  • Dealing with the property
  • Managing assets & debts
  • Probate/Letters of administration/Certificate of estate trustee
  • Communicating with beneficiaries
  • Taxes
Federal & Provincial Government Applications, Notifications and Cancellations
  • Canada Child Benefit Re-calculation
  • Canada Pension Plan (CPP)
  • Canada Revenue Agency (CRA)
  • CPP Child Rearing Provision
  • CPP Child(ren) Benefit
  • CPP Death Benefit
  • CPP Survivor Pension
  • CRA Appoint a Legal Representative
  • Driver’s License
  • Elections Canada
  • Employment Insurance
  • GST/HST Recalculation
  • Guaranteed Income Supplement (GIS)
  • Health Card
  • Indigenous Services Canada
  • National Defence
  • Nexxus
  • Old Age Security (OAS)
  • OAS Survivor Allowance
  • Passport Canada
  • Permanent Resident Card
  • Provincial Metis Associations
  • RCMP Firearm License
  • Social Assistance
  • Social Insurance Number
  • Veteran Affairs
Identity Theft Protection
  • Re-directing mail 
  • Closing accounts
  • Notification to Equifax
  • Notification to Transunion
Pension Plans
  • Foreign Pensions
  • Private/Union Pension Plan
  • Public Employees Pension Plan
  • Public Service Pension Plan 
Insurance 
  • Deed and Home Insurance
  • Find lost life insurance policies
  • Extended Health Insurance and Benefits
  • Life Insurance
  • Vehicle Insurance
Subscriptions and Memberships
  • Costco Membership
  • Newspapers
  • Points programs (Air Miles, Aeroplan, Westjet, Co-op, Optimum, etc.)
Miscellaneous Notifications and Account Changes 
  • Mail Forwarding
  • Accessible Parking Permit
  • College/University
  • Employer
  • Landlord
  • Tenants
  • Online Account Closures/Memorialization (Facebook, Amazon, Paypal, etc.)
  • Student Loans
  • Telecommunication Companies
  • Utility Companies
  • Vehicle Registration 
Miscellaneous Death Benefits
  • Motor licence issuer death benefits
  • Victim Services
  • Workers Compensation

And many more.

In addition to the forms, information and tools we provide, we have Certified Executor Advisors on stand-by to answer questions, make referrals and help with hard-to-do tasks. We do not provide legal, financial or accounting advice but are happy to make a referral for you to get the needed support.