Succession Retirement Estate Planning Crowe Soberman Toronto Canada

SuRE Group

Succession | Retirement | Estate Planning

Succession Retirement Estate Planning Crowe Soberman Toronto Canada

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.

Contact Us

Ali Spinner
Alexandra (Ali) Spinner
Partner, Tax
Alexandra Spinner Professional Corporation
Jonathan Caplan
Jordan Caplan
Partner, Audit & Advisory
Jordan Caplan Professional Corporation
Mayeer Pearl
Mayeer Pearl
Partner, Audit & Advisory
M. Pearl Professional Corporation