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Tax and Estate Planning

Creating Your Legacy

How We Can Achieve Your Goals

Estate Planning

Leave a legacy by maximizing your estate’s value and ensure your loved ones receive everything you’ve planned for them.

Why is Estate Planning Important?

The best way to ensure your wishes are carried out after death is by having a well, constructed estate plan. Your estate plan should include a will, one or more trusts, and powers of attorney for your financial and health plan.

Tax Planning

We can help you explore strategies to minimize taxes and maximize your investments in tax, deferred savings.

Reducing The Tax bite

Whether you contribute to RRSPs or TFSAs, we’ll show you how to reduce or eliminate taxes to help you accumulate more wealth over your lifetime.