“The Cross-Border Estate Planning Specialists”

For over 30 years we have been providing informational Estate Planning Seminars for Canadians who own either American property or a Canadian corporation. These annual events have been very popular with Canadians who winter in south Florida. You can attend our online presentation on either February 7th or 15th, 2023. You will need to pre-register to attend.

What Our Clients Are Saying

“I would like to take this opportunity to formally thank you for everything that you did over the years to help Dad gain and maintain his financial security, and at the same time retain both his self sufficiency and independence. It was quite apparent from the financial infrastructure you and your firm helped him establish that he would have been quite comfortable for many more decades of life.

I would also like to thank you for the ongoing service you rendered after Dad's death in helping us, as executors, identify and strategically dismantle our father's assets. This extension of friendship, your kindness, compassion, attention to details and support was greatly appreciated. Thank-you!”

Chris and Lisa - Ottawa

We’d Love to Hear From You!

Phone: 1-800-267-5956

“We help you keep together what you’ve spent a lifetime putting together.”

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