Succession and Estate Planning

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Planning for the future of your business assets and family wealth can be a complex and sensitive matter. That’s why we offer a range of tailored services to help navigate the intricacies of estate planning and ensure your loved ones are provided for when you’re no longer able to do so.


One of the most popular options we offer for our clients is the family trust. A family trust can be an effective tool for preserving wealth and passing it on to future generations while also providing tax benefits and protection of assets. Our team of experienced professionals will work closely with you to design and implement a family trust that meets your specific needs and goals.


We understand that every client’s situation is unique, which is why we take the time to listen and understand your individual circumstances before recommending any estate planning strategies. Our goal is to provide you with peace of mind and confidence in knowing your assets will be handled according to your wishes.

Transferring Business Ownership to Your Children

  In 2021, the Canadian government passed Bill C-208, which made significant changes to the…

Update on Trust Reporting Requirements

Previously, a Trust generally only filed a T3 Trust Income Tax and Information Return if…

How you can invest in your child’s education

by Shane Schepens Originally published to CPABC’s newsroom.   As your child or children head…

The Benefits of Family Trusts

Recent changes in legislation have left individuals questioning the benefits of a Family Trust (“FT”).…

Thought Leadership

Practice Leaders

Dave Block

CPA, CA, Principal

Dave focuses on holistic strategies for owner-managed businesses, ensuring goals integrate with both corporate and personal planning.


Jeff Block

CPA, CA, Principal

Jeff focuses his expertise on providing accounting and tax advice to business owners, professionals and private companies.


Bilal Kathrada

CPA, CA, Principal

Bilal primarily focuses on income tax and succession planning for Canadian owner-managed businesses in various industries.

Shane Schepens

CPA, CA, Principal

Shane primarily focuses on income tax planning, reorganizations, and succession planning for owner-managed businesses in various industries.