Helping protect what matters most.

We specialize in estate planning for some of Canada’s wealthiest families.

Many Canadian families focus on the growth and success of their business operations without putting to mind preserving what they worked so hard to build. We will work with your tax and legal professionals to implement a plan that effects your wishes and that is synchronized with your wills, business operations, family dynamics and circumstances.

Estate Planning Services:

  • Review of Wills
  • Trust Consulting Services
  • Asset Assessment
  • Wealth Preservation
  • Business Preservation
  • Asset Integration
  • Charitable Giving Strategies