Estate Planning

Our Estate Planning group advises high net worth individuals, families, entrepreneurs and executives with all aspects of personal tax planning.

Our focus is providing effective tax-strategies for the management and preservation of wealth including trust planning, estate freezes, income splitting techniques, professional corporations, tax shelters, partnership structuring and the use of private foundations. For executives and other individuals we advise on compensation and retirement planning, structuring involving life insurance and other insurance-based products. We can also assist with the necessary planning for tax-effective immigration and emigration to and from Canada. Examined together, we provide a fully integrated approach to wealth management and preservation.

Our lawyers act as trusted advisors to many family businesses and private companies, providing advice from inception or purchase, through the continued growth of the business, including succession planning and the implementation of tax-effective sale strategies.

The Estate Planning group is frequently consulted by accountants and other tax professionals to provide expert advice and opinions where difficult legal or interpretive issues arise. Our objective is simple: to achieve tax efficiency for our clients.

Practice Members