Estate Planning


It is important to consider the tax implications and potential financial implications your Will may have on your beneficiaries and family members.

To avoid surprises and unintentional problems and to lower your Estate’s overall income tax burden, it’s best to have your estate plans reviewed with a Chartered Accountant who is experienced in this area of practice.

We can review your Will, your Estate plans and provide you with recommendations that will ensure a lower tax bill to the Estate and ultimately more assets in the hands of those that matter most, your beneficiaries.

We can also work with your lawyers to ensure your Will is drafted in a tax advantaged manner and provide our insights concerning variuos business and financial issues that often remain hidden until the Will becomes exercised.

Please contact us to discuss your particular circumstances.

Business Owners

If you own a business and are considering succession arrangements to your family or others, we can help you plan this transition in a manner which will cause the least disruption and minimize your tax bill on such succession.

If you are considering the sale of your business we can walk you through the process from start to finish. There are typically many questions than need answering, such as:  How much is my business worth? How much tax will I have to pay on the sale and how can I reduce such taxes?  Shall I sell the shares of the corporation or the assets and what is the pros and cons of each?  How can I ensure the business will continue as a going concern after the sale?  We’ll also work with your legal counsel to prepare appropriate agreements to meet your objectives.

We provide the right advice at the right time for those considering selling their businesses.

Please contact us to discuss your particular circumstances.