Having a solid retirement and estate plan is critical to the long-term financial security of you and your family. We work with you and your entire advisory team to create a detailed plan to achieve your goals. We will assist you with:

-          Meetings with discussions to learn about the your retirement and estate planning objectives.

-          Providing you with options and tools to meet these objectives in a clear and understandable manner.

-          Reviewing your Will and Trusts from an income tax perspective.

-          Reviewing your potential tax liability on death.

-          Reviewing your assets and objectives to create restructuring plans that meet your estate planning objectives.

-          Implementing post-mortem restructuring plans which can eliminate exposure to double or triple taxation in situations involving the ownership of shares in private corporations.