Estate & Trust Planning

As we rapidly move towards the retirement of generation X and millennials, future wealth preservation planning is gathering increased attention. We are able to provide the necessary expertise in the important areas of estate and trust planning. This could be as easy as dealing with RRSPs and family asset divisions through very lengthy arrangements for several generations.

It has been said that Canadians spend a lot of time planning to get married and buried, and not enough time on what goes on in between. We provide opportunities to create a plan which will can put your mind at ease so that the “in between time” is enjoyed to the fullest. Whether it be the ability to split income or assets, ensure your estate passes according to your wishes, limit the encroachment of probate fees, creditor proof assets, or limit income taxes on passing, we can provide the tools to do so.