Estate & Tax Planning
Plan Today. Peace of Mind Tomorrow.
Marriage, kids, retirement, an inheritance, a sale: life keeps happening. A little tax planning now saves a lot of stress later.
Planning Beats Reacting
Most of the money people leave on the table isn't lost at tax time; it's lost by not planning. We'll help you look a few years ahead so nothing catches you off guard.
Life-event Tax Planning
- Getting married or common-law
- Welcoming a child
- Buying or selling a home
- Inheriting money or property
- Going through a separation or divorce
- Becoming a caregiver
Retirement Tax Planning
- RRSP, TFSA, and RRIF strategy
- When to start CPP and OAS
- Pension splitting
- Winding down a business into retirement
Estate Tax Planning
- Final (terminal) returns
- Executor support, we'll walk you through it
- Clearance certificates
- Probate considerations (and when to loop in your lawyer)
Asset Protection Basics
- Corporate structures for protecting assets
- Family trusts, when they make sense (and when they don't)
- Keeping it simple where simple works
Let's Look Ahead
Tell us what's changing — a marriage, a sale, a retirement — and we'll map out the tax side before it happens.
