Clients have gained over $100M with us.

Are you leaving money behind?

Did they have life insurance, retirement savings, or other investments? Who handled their internet and utilities? Were there credit cards, loans, or debts in their name? The Missingwealth Profile helps uncover overlooked assets and liabilities, giving you peace of mind that nothing is missed in settling the estate.

What is the Missingwealth Profile

Asset & Liability Search

We contact financial institutions including banks, credit unions, stock brokers and transfer agents, pension plan providers, and life insurance companies. Furthermore, we contact Equifax to obtain alternate names and addresses the deceased may have gone by, a listing of former employers, and a comprehensive view of liabilities including revolving credit, mortgages, installment payments, open loans, and any records of bankruptcy or collections. An initial report is delivered within 5 business days and a final report is sent after 30 business days which includes responses from financial institutions.

  • Banks

  • Credit Unions

  • Investments

  • Life Insurance

  • Pensions

  • Bankruptcy

  • Installment Payments

  • Revolving Credit

  • Mortgages

  • Collections

  • Open Loans

  • Past Employers

  • Alternate Names

  • Alternate Addresses

  • Digital Assets

Why you need a financial profile

Executors not uncovering all assets

Inactive bank accounts must be turned over to the Bank of Canada (BoC) after 10 years of inactivity. Many estates are wrapped up within this time causing accounts to be missed. In 2008, the BoC held $350 million which grew 52% over 5 years to $532 million in 2013. By 2022, the balance with the BoC had ballooned by more than 100% to $1.1 billion.

Provincial unclaimed property registries

In addition to balances held by the Bank of Canada, Alberta, British Columbia, Quebec, and New Brunswick have their own unclaimed property registries that have grown significantly and now have a collective balance of more than $750 million.

Unclaimed RRSP, pensions, life insurance

There are many financial assets that are not currently captured by the BoC or provincial unclaimed property mandates including pensions, life insurance policies, and stocks. Ontario alone is sitting on $3 billion in unclaimed pensions.

Our partners deliver real results

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Our customers love our service

  • We are extremely satisfied with the service provided by Missingwealth. Their expertise uncovered critical information we wouldn’t have discovered otherwise, helping us safeguard our client’s asset. The Missingwealth Profile is worth every penny for the protection and peace of mind it offers.

    Sandra Smith (Jenkins, Newman & Shipley Law)

  • What truly sets Missingwealth apart is their unwavering dedication to their clients’ needs. They approached our case with a level of diligence and care that surpassed my expectations. Knowing that I had their support gave me the confidence and peace of mind necessary to navigate through a challenging time.​

    Sarah H. (Customer)

Sample Missingwealth Profile

Fill out the form to get a sample report of what to expect with the Missingwealth Profile. If you’re working with an estate lawyer, we’d be happy to discuss with them how using the Missingwealth Profile can help with estate administration.