Succession | Retirement | Estate Planning
Choose an experienced advisor to assist you with your Succession, Retirement and Estate Planning needs.
Extend your wealth and secure the legacy you've built.
Deciding when and how to leave the business you’ve spent years trying to build is never easy. We understand that. Whether you’re transitioning a business or an accumulation of wealth, creating a succession or estate plan is the only way to ensure a seamless process and helps minimize tax liabilities while protecting your lifetime’s work.
That’s where we can help and maximize opportunities to share your vision for the future:
- Business succession planning
- Trust planning, including safeguarding assets, reducing probate fees, and holding shares in a family-owned company
- Domestic and cross-jurisdictional tax minimization strategies
- Will planning and review
- Charitable gift planning
Contact us today to learn more about the specific services we offer in succession, retirement and estate planning.
Barker Investments
Aaron Schechter has provided exceptional tax planning and financial advice that's been invaluable to maintaining my long term retirement objectives.
Zenith Fitness Management Inc.
For over 43 years, they have attended to my corporate, individual and family needs with alacrity, understanding, proactive research and fair fees.
Assante Wealth Management
Alan Wainer takes great care to make sure his clients have not only all of their tax and accounting needs looked after but also have a proper financial plan in place.
Alexandra (Ali) Spinner
Partner,
Tax
Alexandra Spinner Professional Corporation
Jordan Caplan
Partner,
Audit & Advisory
Jordan Caplan Professional Corporation
Mayeer Pearl
Partner,
Audit & Advisory
M. Pearl Professional Corporation