If you are like many Canadians, your estate plan has evolved over a number of  years with the assistance of  different professional advisors. However, with the passage of time there may have been significant changes in your personal and family life, the type and value of assets that you own, as well as the tax rules and other legislation that govern your arrangements.   If you are a business owner, you may also be contemplating changes to the business operations as you move into your retirement years.

Working with your current advisors, Integrated Estate Solutions will undertake a holistic, independent and cost-effective review of your current tax, retirement and estate plans, to ensure that your arrangements continue to meet your objectives as well as satisfy the needs of your family.