We Design Trusts That Reduce Taxes, Protect Your Legacy, and Convey Your Wishes
With the changing landscape of our economy, estate planning can be a valuable way to protect your loved ones and ensure your hard-earned assets are passed on as desired. With trusts, wills and other documents, you have the power to safeguard those who mean most in your life — all while safeguarding their financial future.
Trusts and Estates Made Easy
At Canada Tax Consultants, we offer a comprehensive trusts and estates service that can help you effectively convey your wishes. Trusts and estates are important areas of financial planning that require special attention. Canada Tax Consultants is dedicated to providing comprehensive trusts and estates services, so that you can be confident all your needs are met. We have an experienced team of Certified Financial Planners and lawyers who understand the complexities of trust and estate law, so you can rest easy knowing your assets are being handled properly.
Here’s What We Bring To The Table:
At Canada Tax Consultants, we provide a wide range of trusts and estates services tailored to meet your individual needs. This includes tax advice, estate planning and administration, probate preparation and application, trust formation and management, charitable giving consultations, asset protection strategies, succession planning assistance, and more. No matter what kind of trust or estate situation you have, we’re here to help.
You need a team you can trust. Canada Tax Consultants has been providing these particular services at the highest quality for over 20 years. So why do this alone? Together, let’s solve your estate’s future today.
Preserving your estate is harder than ever. You’re up against tax regulations, inflation, and interest rates that will erode the value of your wealth.
- Setting up wills, trusts, and power of attorney
- Investments and life insurance
- Succession planning for business owners
- Beneficiary designations
Why Choose Canada Tax Consultants?
- EXPERIENCE - When you work with us, you're working with an experienced team that have specialized in tax compliance and finance management for over 40 years, with extensive backgrounds in the corporate sector including directing finances for Fortune 500 companies such as Shell and Unilever.
- PERSONALIZED APPROACH - Because we're a smaller firm, we're able to provide a more personal approach than some of the larger accounting firms out there. We don't believe in a one-size-fits-all approach – instead, we tailor our services to meet your specific requirements and situation.
- PASSION - Taxes are what we do! We're passionate about it! We want to take the stress and worry off your shoulders. When you work with Canada Tax Consultants, we'll take care of everything so you can focus on running your business and achieving your goals.
We'll make sure your wealth goes where you want it.
Our team becomes an extension of you! We work hand-in-hand to deliver the best custom-tailored service for your finances. We treat every client as if they’re family; we’ll get to know you and your situation inside and out.
We offer a completely free initial consultation to get to know you. Simply schedule a virtual or in-person meeting with us, or call us at 905-796-9521 to get started.
