Serving Greater Victoria Since 1992
Wealth & Estate PlanningNeed advice?
let’s explore your options
Get the right advice for your unique situation
Get Personalized Wealth and Estate Planning
When it comes to wealth and estate planning, our approach is focused on the amount of money that you and your business or family are able to retain once tax is minimized, and not solely upon tax itself. Strategies that focus only on reducing taxes can be short-sighted, whereas our primary goal is to ensure your long-term financial security.
Minimizing tax must always be considered in the context of maximizing After-Tax dollars. After-Tax dollars provide you with the tools to internally capitalize your business or fund your retirement, whatever your vision of retirement may be.
Our Clients Are Important To Us
Retirement Planning
Each and every one of our clients are important to us. We provide every one of our clients with a Corporate and/or Personal Tax Plan, a Succession Plan for your business, and a Wealth Building Plan.
You can expect to obtain a Tax Plan which contemplates your tax obligations for the immediate future (i.e. two to three years). A Succession Plan which contemplates the eventual sale or, in the case of family businesses, the survival of your business through the next generation, as well as a Wealth Building Plan that takes you to whatever end you envision, at whatever age you envision for yourself.
Get the right advice for your unique situation
Get Personalized Wealth and Estate Planning
When it comes to wealth and estate planning, our approach is focused on the amount of money that you and your business or family are able to retain once tax is minimized, and not solely upon tax itself. Strategies that focus only on reducing taxes can be short-sighted, whereas our primary goal is to ensure your long-term financial security.
Minimizing tax must always be considered in the context of maximizing After-Tax dollars. After-Tax dollars provide you with the tools to internally capitalize your business or fund your retirement, whatever your vision of retirement may be.
OUR CLIENTS ARE IMPORTANT TO US
Retirement Planning
Each and every one of our clients are important to us. We provide every one of our clients with a Corporate and/or Personal Tax Plan, a Succession Plan for your business, and a Wealth Building Plan.
You can expect to obtain a Tax Plan which contemplates your tax obligations for the immediate future (i.e. two to three years). A Succession Plan which contemplates the eventual sale or, in the case of family businesses, the survival of your business through the next generation, as well as a Wealth Building Plan that takes you to whatever end you envision, at whatever age you envision for yourself.