Our Tax & Estate Planning Team

Big picture strategies - going beyond simply investing your money.

We believe in taking a holistic approach when it comes to helping you preserve and enhance your wealth, covering all of your financial matters while ensuring an effective transition to the next generation. Our Tax & Estate Planning professionals, including lawyers, accountants, and estate planners, will work directly with you and our team to help create a comprehensive wealth plan.

Our Tax & Estate Planning team will review financial and retirement plans for enhancements, along with helping with tax, estate, and succession planning. To add further value, we now have in-house insurance consultants, who are available to strategically plan insurance solutions where applicable.

Living your life on your terms doesn’t just happen – it takes a strategic approach and thoughtful planning. That is why we utilize our in-house team of experts, along with your own personal experts such as an accountant or a lawyer who you work with, ensuring we are reaching the optimal solution.


Whether it’s for your family or for your business, we’ll take your unique situation into account when creating your customized Wealth Plan, including:

  • Tax & Financial Planning Strategies
  • Insurance Solutions
  • Estate Planning
  • Retirement Planning
  • Business and Farm Succession
  • Philanthropy


For more information, please ask us today.