Our Partners in Law

Estate Planning and Estate Tax

We develop and maintain strong working relationships with lawyers to ensure a creative and seamless approach to estate planning.

  • Proactive strategies to ensure a tax efficient flow of assets to beneficiaries
  • Connectivity between corporations, shareholders, trusts and individuals considered carefully in estate planning strategies
  • In depth knowledge of income tax rules
  • Preparation of income tax, estate and trust returns

(416) 690-1597
943 Kingston Rd, Toronto, ON M4E 1S8
105 Consumers Drive, Whitby, ON L1N 1C4