OUR APPROACH

CORE SOLUTIONS

Estate planning solutions, intergenerational wealth transfers,

and transition of business ownership, we can help.

ESTATE PLANNING

Intergenerational Wealth Transfers

“Subsidize” Your Final Tax Bill

Equalize An Asset

Segregated Funds – “Nexus Lane” Wealth Transfers

Charitable Giving

Estate Planning
Estate Planning
BUSINESS SUCCESSION PLANNING

Ensuring Continuity For Incorporated Businesses

Preserve Business Value

Buy-Sell Funding

Equalize An Estate

FINANCIAL WELLNESS

Provides Financial Protection For Your Family

Excess Wealth Retirement Planning

Estate Planning
Estate Planning
INVESTMENT SERVICES

On occasion, (usually upon a monetization event such as the sale of their business), a client expresses the need for a new investment professional or firm. We do not hold any traditional (IIROC or MFDA) investment licenses and do not provide investment advice. For interested clients, we would be happy to make an introduction to reputable investment professionals or firms we are familiar with. However, we are licensed in our practice to offer segregated fund investments and annuities.

Tax-Efficient Solutions For Excess Personal or Corporate Funds
Find out how we can help preserve your wealth.

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