Find Us

  (519) 763-2268

  (519) 843-1050

Guelph Office: 30 Norwich Street East - Guelph, ON - N1H 2G6

Fergus Office: 265 Bridge Street, Unit #3 - Fergus, ON - N1M 1T7

Trust & Estate Planning

Trust and estate planning is not a simple process. In creating these plans there are a lot of tough questions that you will need to consider about the future. In working with our firm's tax advisors we can assist you in this process. We will sit down with you and ask you what it is that is most important to you, and from there we will create a unique plan to help you achieve these desires.

Overtime your circumstances may change. When they do, we will make recommendations to reflect these changes while aiming to minimize the tax implications and complexities associated with the new scenario and goals.