Wealth Management Law

The firm’s wealth management law practice offers private clients domestic and cross-border expertise in all aspects of tax, trust and estates law, and wealth preservation.  Our practice areas include:

  • Estate Planning
  • Taxation
  • Trust and Estate Administration
  • Asset Protection Planning
  • Small Business Incorporations

The strength of our wealth management practice is our commitment to our clients. As a boutique firm, our ability to develop a personal relationship with each and every client ensures that we can quickly focus in on the issues faced by new clients. Our philosophy of maintaining and strengthening those relationships allows us to provide existing clients with effective planning throughout every stage of their lives, wherever they might find themselves. Our clients can be confident that our comprehensive approach toward planning will complement their overall situation and objectives.

In recognition that Wealth Management planning for our clients must encompass a variety of practice areas to be effective we have formed relationships with top counsel in both Canada and the United States. This growing network complements the specialized knowledge developed in-house and allows us to consistently provide our clients with the best possible advice.