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Shawn Pitre
Abby Foster
Niki Dunn
David Rawson
Jordan Dennis

Tel: 519-344-6872

Address
429 Exmouth Street
Suite 203
Sarnia, ON
N7T 5P1
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Other Locations

1362 Lambton Mall Rd
Sarnia, Ontario
N7S 5A1

6 Ontario St
Grand Bend, Ontario
N0M 1T0

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Estate & Succession Planning
Estate Information Organizer
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property
Digital Assets and Your Estate Plan
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
Estate planning for complex family dynamics
Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.
Planning for the Family Vacation Property
If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.