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Personal and Family Transitions

Let's work together to build on your family's success

You’ve worked hard to ensure that you and your family are able to live the life you’ve planned for. With the passage of time, your family dynamics will inevitably evolve as circumstances for you and your loved ones change. Your plan should evolve along with those changes.

Our practice strives to support your whole family: our commitments to you also extend to your loved ones. We’ll work with you to make sure that you and your family are set up for success in the future, by helping you secure what you’ve built, and by creating a plan that not only promotes prosperity but promotes your family’s values as well.

Life is full of twists and turns; we’ll be at your side to make sure your plan keeps pace. Let’s start the conversation today.


  • 31%

    Of Canadians between the ages of 45 and 64 do not have a will..

  • More than

    44%

    of Canadians haven't updated their wills in more than five years.

    Source: CIBC Poll: Nearly one third of Baby Boomers don't have a will. May 9, 2012.

  • How will you implement your plan?


    Now that you’ve laid the groundwork, it’s time to think about giving voice to your wishes by allocating your wealth efficiently

    • Evaluate opportunities to defer tax – leverage your professional team to gain insight
    • Recognize the tax implications of your assets, both now and upon death
    • Ensure that your retirement planning, risk management and estate plans are coordinated
  • Time for transition


    When family changes inevitably happen, a well-crafted plan provides peace of mind

    • Keep your professional team updated on your changing circumstances
    • Communicate your wishes to your loved ones
    • Review your plans to ensure they reflect your values and those of your family