Our Role as Estate Planners

The primary focus of The Canadian Estate Planners Inc. is preventing and resolving the problems that can fracture, immobilize and destroy even the oldest, wealthiest, or most famous Canadian families.

We help successful Families like yours retain, protect, and enhance what you’ve spent a lifetime creating.

Many of the problem-solving strategies that we have developed for the "very wealthy" - can now be effectively utilized in the “medium-to-large” sized estate. Our success as problem solvers for families with significant assets is based on our many years of specialization - and our strategic alliances with leading Estate Lawyers and Tax Accountants in both countries.

We are intimately familiar with the unique "family situations" that can occur - and how best to deal with them. We understand from experience the personality issues, the family dynamics, the stresses, and conflicting agendas that frequently appear behind closed doors. We appreciate respect how valuable Trust is to your relationship.

We know exactly which questions to ask. And we are experienced enough to understand what the answers truly mean. When planning for the continuity of your family's well-earned assets - Experience Really Does Matter.

Many successful people fail to plan. Not because the laws aren't available... but because they haven't found the right team of specialists. We are the Experienced Professionals who understand you, and your unique family values. We communicate, design, and implement highly effective solutions for each family’s long-term viability. Utilizing the most creative strategies, and the most effective Tax and Legal Opportunities.

This is why many well-known families, as well as many of the "quietly wealthy" have come to The Canadian Estate Planners Inc. for help.

… Isn’t is time You Put Us On Your Team?

What Our Clients Are Saying

“We were very impressed with how promptly you dealt with matters related to our estate plan. Your research was thorough and always explained with detailed clarity. You made yourself available at our convenience and were never too busy to respond to our questions, no matter how seemingly minor. We were highly impressed, as well, with the knowledge and attention to detail of your support staff, not to mention their pleasant demeanour.

We also appreciated the ability to put us in touch with professionals in other areas related to the implementation of our estate plan.”

Jim and Shirley - Naples

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

© 2023 The Canadian Estate Planners Inc.

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