Our Advanced Wealth Planning Group brings together Canadian professionals including CERTIFIED FINANCIAL PLANNERS®, Chartered Professional Accountants (CPA), tax specialists, and estate planning experts with extensive experience serving affluent Canadian clients. We understand the nuances of federal and provincial rules, from CRA tax legislation to varying probate regimes across provinces.
We serve as your central strategic partner, coordinating with your existing accountants, lawyers, and advisors to deliver cohesive, Canada-specific wealth plans.
Canada’s tax system with no formal inheritance tax but significant deemed disposition rules and provincial probate fees, requires careful planning.
Legal strategies to defer or minimize capital gains on death, optimize registered accounts, and lower overall family tax burden.
Using trusts, insurance, and lifetime gifting to reduce probate fees and ensure smooth, tax-efficient wealth transfer.
Asset location strategies across taxable, RRSP, and TFSA accounts, plus integration with private market opportunities.
Acting as the architect of your plan while working seamlessly with your Canadian legal and accounting team.
Regular reviews to address updates in CRA rules, provincial taxes, and family circumstances.
Typical Client Outcomes: