Our trust and estate services are built around taking care of the entire process including estate planning, filing the deceased’s final tax return, filing estate tax returns and obtaining clearance certificates. We understand that a death of a family member or friend is a difficult time so we take care of the compliance requirements and provide support.
In addition to estate services, we also provide strategic planning services utilizing trusts. Whether the objective is tax minimization, asset protection, privacy, or reducing probate fees, implementing a trust can be an important element of your business, retirement, or estate plan.The integration between our trusts and estate services, our business and individual tax services, and our family office services helps us create more efficient corporate structures and enhances our estate and succession planning.
Our process isn’t complicated—it’s just designed to work. Here's how we turn your vision into reality.
We take the time to understand your personal, family, business, and tax goals to ensure your trust and estate plans reflect your values and long-term vision.
We implement tailored trust and estate strategies to minimize taxes, protect assets, and provide peace of mind, with annual maintenance to keep them aligned with your evolving needs.
We coordinate your trust and estate plans with your business, tax, and family office services to create a seamless, long-term strategy for you and future generations.
- Multi-generational planning strategies
- Tax and probate fee minimization
- Cash flow models
- Asset protection
- Tax and probate fee minimization
- Privacy concerns
- Trust and estate tax returns
- Detailed trust and estate accounting
- Representation with the CRA
