Services for Individuals

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

Financial Planning:

  • retirement planning
  • insurance coverage review and recommendations

Investment Planning:

  • 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