Live well, retire better.

Retirement & Estate Planning

Do you want to keep your accumulated wealth within your family, or would you prefer to pass it to charity, or Canada Revenue Agency?

Whether you are many years from retirement, nearing this transition phase, or already retired and thinking about your estate planning, we can help.

Planning ahead will make your current life stage less stressful. Having plans in place will allow you to breathe easier knowing you've resolved potential issues before they arise, and that you won't leave the people you care about scrambling as they try to understand and negotiate your unstated wishes.  Contact us to set this plan in motion today.

  • Severance & Inheritance Planning
  • Retirement Income Planning
  • Business Advisory & Transition Planning
  • Family Harmony & Succession Planning
  • Philanthropy & Legacy Planning
  • Will & Trust Planning