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Wealth Planning

As part of the United Financial division of CI Private Counsel LP, the Wealth Planning Group is comprised of accountants, lawyers and financial planners who have specialized knowledge and extensive experience in tax, estate, succession and financial planning for individuals, families and corporations in Canada.

We are able to offer clients strategic advice on:

Establishing trusts: family, spousal, testamentary, or alter ego
Estate freezes
Dealing with your vacation property
Planning a will
Individual pension plans
Tax planning for the transfer of your family farm
Incorporating your business or professional practice
Retirement compensation arrangements
Shareholders' agreements
Tax planning for the sale of your business
Ceasing Canadian residence
Planning for incapacity or a disabled beneficiary
Charitable giving, private and public foundations, making donations of cultural property and art