Trusts and Estates

Trusts and Estates

Developing an estate or succession plan usually means having tough conversations about the future. We start and finish the discussion by asking clients what matters most. We work closely with clients and their families to create tailored, comprehensive estate and succession plans for current and future generations that allow for long-term wealth preservation. And we evolve our recommendations over time to reflect the changing goals and circumstances of our clients.

In every case, we aim to minimize tax burdens, simplify complexity, and create peace of mind. Our services include:

Tax compliance for estates and family trusts
Business transition, succession planning and estate planning services
Charitable gift planning


  • Suite 204 (North Tower) 5811 Cooney Rd Richmond, BC V6X 3M1
  • 604-276-2636

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