Wealth Management

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You have a successful business. But how much time do you spend planning your estate, or making sure you are not paying too much in taxes? We can help you take stock of your company's financial health and identify your business and personal financial goals — and then help you achieve them.

Here are some of the services we offer to help you to make the most of your success:


Retirement Planning

Your business may be your family's largest asset, so it is important to know and consider all your options before moving on to the next stage of your life. We can work with you to decide whether or not to sell the business — or to transfer it to your family, management or employees. We can also help you plan your departure, calculate your financial needs and create your retirement and exit plans.

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Estate, Wills and Trusts

There are a number of strategies you can use to make sure your hard-earned assets are managed and transitioned onto the next generation in the manner in which you desire. We can work with you to develop a plan for the distribution of wealth to your dependants and advise you on how you can use spousal and other trusts to reduce future tax liabilities. We can assist you with estate planning, to diminish income tax and probate fees at death, as well as deliver income-splitting strategies, intra-family gifting and generation skipping. We can also review existing wills and advise on tax matters to update your will.

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Charitable Giving

One of the most fulfilling benefits of having a successful business is being able to share your wealth. If you choose to use a portion of your wealth to advance charitable causes, we will help you identify your charitable goals and create a plan for giving. Whether you use a foundation, a trust, or other vehicles for giving, we can help you make the best decision — from both a personal and tax-planning perspective. We can assist in establishing and managing private foundations for you. Our team can also advise you on the timing and structure of gifts to make the most of the applicable tax credits and structuring bequests in your will.

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