Estate planning is about more than dividing assets—it’s about protecting what you’ve built, preparing the next generation, and ensuring that your story continues long after you're gone.

Beyond a Will: A Comprehensive Estate Strategy

Wills are essential, but estate planning goes far beyond who gets what. Without a full plan, tax burdens, legal disputes, and emotional strain can fracture even the strongest families. We develop customized estate planning strategies for high-net-worth individuals and business owners that include: Wealth preservation tools

Whether you're focused on estate planning for business owners or crafting a legacy for your grandchildren, we ensure your wishes translate into real-world protection and peace of mind.

Strategic Tools For Long-Term Protection

We take pride in solving complex puzzles, and high-net-worth estate planning is one of our focuses. Our team aligns with your accountant, legal counsel, and other professionals to bring family office-style coordination to your plan.

  • Life Insurance:

    A tax-free payout ensures your heirs aren’t forced to sell property or liquidate investments to cover taxes. It’s a cornerstone of estate planning for small business owners who want to keep the business in the family without disruption.

  • Trusts & Wealth Structures:

    Trusts help you manage how and when assets are transferred, protecting beneficiaries from missteps or inexperience. For high-net-worth estate planning, they offer flexibility and control across generations.

  • Business Succession Planning:

    For entrepreneurs, small business estate planning ensures your company transitions smoothly. Whether you're passing the business to your children or preparing for a sale, we manage the details so you can focus on the legacy you’re leaving behind.

Estate Simplicity Without Sacrificing Sophistication

We’re known for making complex strategies clear and actionable. That’s how we’ve earned the trust of families across Sudbury and Ontario who rely on us for estate planning they can understand—and depend on.

From minimizing probate fees to navigating the nuances of family dynamics, we balance technical precision with human empathy. Because the hardest part of estate planning often isn’t the math—it’s the conversations.

Giving Back: Generosity With Purpose

Your estate plan can also reflect the causes you believe in. We bring charitable giving into the heart of your estate strategy—whether you want to establish a donor-advised fund, fund a foundation, or support a local cause in Sudbury.

Giving back not only reduces your tax burden—it shapes your legacy in a way that inspires. Our MFA-P designation and dedicated giving structures make it easy to align generosity with impact.

Planning That Evolves With Life

Estate planning isn’t one and done. It’s a living, breathing process that adapts with life’s changes—marriage, grandchildren, business exits, health events. We check in regularly, recalibrate when needed, and stay with you every step of the way.

We design estate plans that grow with your family.

Start The Conversation

Whether you’re new to estate planning for high-net-worth individuals, looking to transition a business, or ready to simplify a complex portfolio, we’re here to help.
Let’s build an estate plan that protects everything you’ve worked for—and empowers the people and causes that matter most.