• Canadian Tax Services

    Complex compliance requirements demand efficient,
    accessible, and fully integrated service.

There's only one roadmap - yours

Developing an estate or succession plan usually means having tough conversations about the future. We start and finish the discussion by asking clients what matters most. We work closely with clients and their families to create tailored, comprehensive estate and succession plans for current and future generations that allow for long-term wealth preservation. And we evolve our recommendations over time to reflect the changing goals and circumstances of our clients.

In every case, we aim to minimize tax burdens, simplify complexity, and create peace of mind. Our services include:

  • Tax compliance for estates and family trusts
  • Business transition, succession planning and estate planning services
  • Charitable gift planning
Meet our Canadian Tax Services team