Professional Financial Services
Use your existing business structure and tax planning data to build comprehensive estate plans that preserve wealth, minimize taxes, and create a lasting legacy for generations to come.
As your accountant and financial advisor, we already understand your complete financial picture—your business structure, tax situation, assets, and goals. This unique advantage allows us to create integrated estate plans that maximize wealth transfer and minimize tax.
Structure your estate to minimize taxes and maximize what your heirs receive.
Ensure your wealth is distributed according to your wishes with proper legal structures.
Plan for smooth business transition to the next generation or key employees.
Create legally binding wills that clearly express your wishes and minimize family disputes.
Establish family trusts, testamentary trusts, and other structures for tax-efficient wealth transfer.
Use strategic planning to reduce or eliminate estate taxes, preserving more wealth for heirs.
Designate trusted individuals to make financial and healthcare decisions if you're unable to.
Develop strategies for transferring business ownership to family, partners, or key employees.
Create a philanthropic legacy with tax-efficient charitable donations and foundations.
We analyze your complete financial picture—business interests, real estate, investments, insurance, and personal assets—to understand what needs to be protected and transferred.
Using your tax history and business structure, we calculate potential estate taxes and identify strategies to minimize them.
We create a customized estate plan that includes wills, trusts, insurance strategies, and business succession plans tailored to your goals.
We work with legal professionals to execute all necessary documents and ensure your plan is properly implemented.
As your financial situation and tax laws change, we review and update your estate plan to ensure it remains effective.
Principal residence exemptions, rental properties, and vacation homes all require different estate planning strategies to minimize tax.
Corporate shares, partnerships, and sole proprietorships need succession plans that consider both family and business continuity.
RRSPs, TFSAs, non-registered accounts, and other investments each have unique tax implications upon death.
Blended families, minor children, special needs dependents, and family businesses require careful planning to avoid conflicts.
Start your estate planning journey today with a comprehensive consultation that leverages your complete financial picture.