Most families leave estate planning too late — and it costs them dearly. We help Canadians structure their estates, establish trusts, and protect what they've built so their family inherits wealth, not headaches.
No obligation. No jargon. Just clarity about where you stand.
A specialist will contact you within one business day.
Estates without proper planning don't just create legal headaches — they erode the wealth you spent a lifetime building and fracture the families you were trying to protect.
Without proper trust structures, estates can be tied up in probate for months or years — with fees eating up to 3% or more of your total estate value before a single dollar reaches your family.
Unplanned estates trigger capital gains and income inclusions on death that could have been legally minimized. Poor structure means CRA becomes one of your largest "beneficiaries."
Ambiguous wills and poorly structured estates are the single largest driver of family disputes. Clear, professional planning eliminates uncertainty before it becomes irreversible damage.
We analyze your assets and design strategies to minimize the tax liability triggered on death — including capital gains elections, spousal rollovers, charitable gifting, and more.
From family trusts and testamentary trusts to alter ego and Henson trusts — we set them up correctly and manage ongoing compliance so trustees don't face personal liability.
Being named executor is a significant legal responsibility. We prepare estate tax returns (T3s), clear CRA clearance certificates, and guide executors through every step.
Existing trusts require ongoing T3 filings, bookkeeping, and beneficiary reporting. We handle the compliance burden year after year so nothing slips through the cracks.
Passing a business to the next generation requires careful use of the Lifetime Capital Gains Exemption, estate freezes, and holding structures. We plan it properly.
We work alongside your estate lawyer and financial advisor — or can refer you to trusted partners — to ensure your financial and legal documents are perfectly aligned.
We listen to your situation — assets, family structure, concerns — and give you an honest picture of where you stand and what's at risk.
We design a tax-efficient estate structure tailored to your family, your assets, and your wishes — not a generic template.
We work with you and your lawyer to put the plan into place — trusts, returns, registrations, and documentation all handled properly.
We stay involved — reviewing your plan as your life changes and handling all ongoing trust compliance and reporting requirements.
A free, no-obligation consultation. We'll tell you exactly where you stand and what you should consider — no pressure, no sales pitch.
✓ Free consultation · ✓ No obligation · ✓ Strictly confidential