Estate & Trust Planning
Preserve what you have built for the people who matter. We plan business succession, family trusts and estate tax with your lawyer and financial adviser, so wealth passes on efficiently and on your terms.
Everything handled, nothing left hanging
- Business succession and exit planning
- Family trust set-up and annual T3 / TP-646 returns
- Estate freezes and holding-company structures
- Capital gains and lifetime exemption planning
- Final and estate tax returns
- Coordination with notaries, lawyers and advisers
Typically suits
Owner-managers planning succession, families with growing assets, and executors settling an estate.
A clear rhythm, so nothing slips
A plain-English map of your current tax exposure.
A plan agreed with your notary or lawyer and your adviser.
Trust returns and a review as the rules and your family change.
Common questions
When should I start succession planning?
Ideally five to ten years before you expect to step back. The earlier the plan, the more options there are to reduce tax.
Do trusts file in Quebec too?
Yes. Trusts resident in Quebec generally file a TP-646 with Revenu Québec as well as the federal T3.
Explore our other accounting services
Ready for books you can rely on?
Tell us about your business and we’ll send a fixed, written proposal within two business days.