Estate planning is complex and every situation is unique. That’s why we take the time to get to know you as an individual. With proper planning and thoughtful strategies in place, we can maximize wealth when your capital transitions to the next generation. We are also able to tap into our network of professionals, such as legal counsel, insurance and financial advisors, to develop the most comprehensive solutions that give you peace of mind and confidence in the future.
Our Services
Our estate planning and wealth preservation services include:
- Using trusts for tax-effective succession and estate planning
- Joint Partner and Alter Ego trusts
- Philanthropic and insurance considerations for preserving wealth
- Preparation of Trust and Estate tax returns
Helping You Navigate Forward
Get trusted advice and customized solutions from our Vancouver accounting and advisory firm.
