Estate & Tax Planning

Taxes are inevitable, but planning helps. Our process empowers you by anticipating and preparing for potential tax consequences. While we don’t offer direct tax advice, we work with your accountant to minimize tax impacts and safeguard your wealth. Our partnership with Wellington-Altus’s Advanced Wealth Planning Group ensures expert handling of complex estate matters like business succession and philanthropy, giving you peace of mind that all aspects are addressed.

Collaborative Tax Planning

“Bringing your accountant into the conversation to minimize taxes.”

We believe in a team approach to tax planning. By working closely with your accountant, we ensure that every aspect of your financial strategy is coordinated and aligned. This collaboration helps reduce your tax burden while keeping your long-term financial goals front and center, giving you confidence that your financial future is in good hands.

Advanced Planning for Complex Estates

“Expert guidance for family businesses, corporate investing, and philanthropy.”

For clients with more complex estate needs, our Advanced Wealth Planning Group at Wellington-Altus offers specialized expertise in family business succession, investing through corporations, and philanthropic giving. We help you navigate these intricate areas with confidence, ensuring your legacy is protected and your wealth is efficiently passed on to future generations.

Proactive Tax Planning

“Be prepared, not surprised, by tax consequences.”

Estate planning isn’t just about passing on wealth—it’s about being prepared for the tax implications that come with it. We help you estimate and plan for the tax impact on your estate, so you’re never caught off guard. By being proactive, you can reduce the impact of taxes and ensure your loved ones receive the full benefit of your hard-earned assets.

Insights & Case Studies

Thompson Family: Legacy Planning

When Mrs. Thompson*, the matriarch of the Thompson family, came to us, she had been a widow for 40 years and was the proud mother of four sons.

Tailored, Tactical Solutions for Maximizing your Wealth

Are you searching for wealth management in Ottawa that offers more than generic advice? At Evans Family Wealth, we provide personalized, fee-efficient strategies centred on your unique goals.

Choosing the Right Financial Consultant

Are you frustrated by the feeling that your bank is depriving you of access to the best financial managers under a paternalistic “we know what’s best” approach?

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.

All insurance products and services are offered by life licensed advisors of Wellington-Altus Insurance Inc. or other insurance agencies separate from Wellington-Altus Private Wealth.