Collaborative Planning

Between tax, wills, and estate planning, there is a multitude of details in this phase of your financial life, and a specialist for each one. We work within our own network and with your professionals to keep it all in check.

This means that we can help our clients avoid the unnecessary risks that can arise from tax and estate responsibilities that are neglected or poorly coordinated, and instead strengthen their wealth for the coming years.

Our tax and estate services include:

  • Communicating with your professionals and those within our network
  • Aligning the taxation strategies in your retirement and investment plans
  • Advice for wills, powers of attorney and related items
  • Licensing to recommend life, accident and disability insurance