Succession and Estate Planning

As baby boomers age, succession and estate planning has become an important consideration for many Canadians. We work with our clientele to develop solutions to the struggles associated with transitioning a business to the next generation or to new owners. We help our clients develop a business plan which allows for a smooth transition from generation to generation or between owners, and we develop a tax-effective ownership structure to make sure that our client’s needs and wishes are met.

A Plan is the Key to a Happy Future

In order to properly plan for retirement and ensure that the next generation is in its optimal tax situation, many factors within the family need to be carefully considered. We understand that each client’s situation is different and the importance of planning accordingly.