Estate Planning and Tax Planning

Estate Planning

Often an uncomfortable topic, estate planning doesn’t have to be a chore! At its core, estate planning involves leaving behind a legacy and making sure your loved ones that succeed you are well taken care of. Dealing with these vital decisions today will help make the transition smooth and pay off in many nights of stress-free sleep!

Our team includes specialized tax, estate planning, and insurance advisors who can help evaluate possible solutions for minimizing taxes and maximizing the value of your estate

Tax Planning

Canadians are among the most heavily taxed citizens in the world, so it’s our right and privilege to ensure that we take advantage of any tax saving opportunities on the road to maximizing assets.
Whether it’s simply taking advantage of RRSPs, RESPs, RRIFs, TFSAs or RDSPs, our team is equipped with the knowledge and strategies guide you to a tax plan focused on making sure you are getting all your dues.