Do not wait until retirement to begin your retirement and estate planning. Successful estate planning will help you minimize your tax burden, protect your wealth and take care of your loved ones. Estate planning is an essential component to every successful wealth planning strategy. 

Specialized and objective tax advice will enable you to better protect your wealth and ensure the success of any transaction, whether you are transitioning a business to the next generation, to an existing leadership team, or to a third party. Our tax lawyers will propose optimal strategies to reduce, defer or even eliminate taxes upon death through proactive tax and estate planning. 

For example, we advise entrepreneurs that trusts are among the most advantageous structures in Canada for tax and estate planning purposes, whether positioned as a company’s shareholder or a simple asset holding entity. Our team will do everything possible to minimize your tax burden, protect your wealth, select optimal insurance products, settle a trust, orchestrate an estate freeze transaction and draft your last will, protection mandate or power of attorney.

An unparalleled collective of talent.

Together, our team offers a perfect match between expertise and creativity. This fusion of complementary talents offers an integrated and multidisciplinary vision that can answer all your questions.
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