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:

Tax:

• 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