Estate Planning

Estate planning is one of the most valuable aspects of what we do. There is no point in successfully growing your capital only to subsequently lose most of it to taxes in the end. We provide our clients with strategies that they can bring to their accountants and lawyers to facilitate arranging their financial affairs in such a way as to reduce probate and minimize taxes payable. We also recommend strategies that facilitate the transfer of assets to heirs as quickly and as completely as possible. Most importantly, we ensure our clients’ estate planning goals are handled in accordance with their wishes while they are alive.

We help with:

  • Proper beneficiary designations for registered investment accounts (RRSP, RRIF, TFSA, LIF, LIRA)
  • Review and recommendations
  • Strategies for wealth transfer to heirs
  • Probate reduction strategies
  • Corporate structuring recommendations and succession planning
  • Recommended use of Trusts

The services and recommendations that we provide are designed to compliment the advice you receive from your lawyer and accountant. We often find ourselves working within our clients’ professional networks in order to achieve the most optimal financial outcomes possible.

How can we help you with your estate planning?

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