There’s nothing more important than family. And when you work your whole life to provide for them, you want to make sure that they’re genuinely taken care of.

A sound plan can make a huge difference. When transferring wealth, concepts like a family trust or an estate freeze may be vital examples that ensure your children are taken care of and that they have access to wealth throughout their lives. Work with us to build a secure future for your loved ones.

Help your family enjoy more through tax-efficient planning.

You work hard to provide for your family. Understanding the various tax-efficient vehicles and available options can help you put more wealth towards the people you care about the most. We help you find products and opportunities that ensure your family gets significant returns on the savings you’ve built for them.

Ensure the financial legacy you leave your family is a blessing.

Estate planning and bracketing ensures that money gets to the next generation reasonably and efficiently. A house, a block of shares, cash, a business – it’s all taxed differently, and the result could be a lot more different than you envisioned. We’ll help you make sure your children remain prepared, are treated financially equal, and your legacy is one you can look back on with pride.

Across the board risk management.

How diversified are you? Does the amount of wealth tied up in your company pose a concentration risk? Could your income stream dry up if you faced hard times? How efficient will the succession of your assets be to the next generation? We’ll help you answer these questions and develop a comprehensive strategy to mitigate all aspects of risk.

Divide your estate equally and fairly.

Estate planning can be uncomfortable, but it’s not just about money. Striking the right balance between personal and business estates can be tricky, especially when dividing multiple heirs. We advise on the best means to split your assets fairly and equitably so that you can ensure your assets, including your business, pass into the right hands and continue to be a part of your legacy.

Set your legal affairs in order.

Two of the most important financial documents you sign are a Will that pertains to your assets and dependents, and a Power of Attorney (POA) where a trusted party can represent you in action. Within a Power of Attorney, there are vital considerations for your business and its structure. We can help you tailor legal documents to act in the best interests of you and your business, giving you a solid plan for the future.