We take the time to get to know you and your family, your objectives, needs and concerns in order to provide a personalized service for you. Our services include the following:
- Personal tax planning
- Canadian personal and trust tax returns
- U.S. Federal and State income tax returns
- retirement planning
- insurance coverage review and recommendations
- RRSP’s, RRIF’s, LIF’s and LIRA’s
- Investment monitoring and benchmarks
- Development of Investment Policy Statements
Estate Planning and Trust Administration:
- Income splitting with family trusts.
- Tax planned wills.
- Estate realization and distribution.
- Executorship and Trusteeship
- Estate and trust accounting (including that necessary for executors and trustees to pass their accounts)
Documentation review and Preparation:
- Wills and Powers of Attorney
- Employment contracts etc
For a series of various forms and checklists, please see our Resources section