Estate Planning

Estate planning can be a complex process involving a number of professionals including your lawyer, accountant, investment advisor and insurance specialist. Each is there to assist you through a particular aspect of an estate plan. Christine and Brian work with a unique team of specialists in reviewing your current estate plan, identifying planning opportunities, and providing integrated solutions.

Whether your goals include minimizing or deferring income taxes at death or whether you want to ensure the financial security of your family, we are able to identify potential estate issues that may stand in the way of realizing your estate planning goals.
To find out more about our estate planning services, please call Christine at 604-631-2606