Pickering, Ontario   

Private Wealth Management Pickering

Private Wealth Management Pickering - Our Wealth Management practice assists clients with wealth preservation, estate planning, business succession, and charitable endeavors. We offer comprehensive expertise, guidance nd knowledge in these areas to philanthropists, executives, entrepreneurs, and high net worth individuals. We work closely along with our clients' financial advisors and accountants to deliver quality service and outcome.

Charities and Philanthropy
Essential to personal wealth planning is planned giving. Clients must know the legal and tax implications of philanthropy. When clients would like to establish methods of planned giving like for instance charitable foundations, we advise them about administrative, structuring, and compliance problems.

Family Estate & Trust Litigation
In acting as counsel through mediations, litigations and arbitrations, we are skilled before all levels of the courts and other administrative tribunals.

Family Business Transition and Succession Planning
We provide advice to family-owned and other closely held companies with our wealth management services. We assist family enterprises in order to structure or restructure their companies in the most tax-efficient way. Our knowledge comprises inter-generational transitions as well as transitions to outsiders in a wide range of industries and endeavors. These transitions are facilitated through arrangements like shareholders' agreements, corporate reorganizations, management agreements and the settlement of trust. Comprehensive solutions regularly require other experts in, for example, matrimonial or real estate law. Our company has these experts as well as professionals in business tax and law.

Individual Estate Planning and Wills
We know that clients who have accumulated significant wealth face complex legal and tax matters as well as sensitive inter-personal dilemmas. Our professionals understand how to maximize tax-efficiency, reduce legal risk, and reduce family distress while implementing and designing plans that are flexible, comprehensive, and consistent with our clients' values and goals. The sale or purchase of a new company, an inheritance, a divorce - these are all major financial events in anybody's life. We provide personalized and effective guidance in such cases.

We advise concerning private trusts as amongst the most flexible tools accessible to help clients in their business and personal affairs. We offer ongoing advice to the trustees and beneficiaries of private trusts. We are experienced at creating family trusts to facilitate the inter-generational transfer of wealth. There are numerous other kinds of trusts wherein our practitioners frequently help clients, like for instance voting trusts, trusts for disabled beneficiaries, blind trusts, spendthrift trusts, immigration trusts and asset protection trusts. For clients interested in philanthropy, we can establish charitable trusts.

Private trusts are a useful tool in the tax planning context: we advise clients concerning tax planning opportunities like for example property transfer tax avoidance and probate fee, income-splitting, inter-provincial rate shopping, and accessing multiple capital gains exemptions.

We have litigators who are knowledgeable at trust litigation in cases where the trust might be used as both a defense and a weapon. We offer advice and counsel in cases in which trust expertise is considered necessary in matrimonial planning and dispute resolution.

Wealth Preservation
Our group members assist clients who are under challenge from future heirs, or attack from creditors. Our priority is the preservation of individual wealth through techniques like establishment of trusts or prenuptial agreements.

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Pickering, Ontario


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Profit magazine ranked Pickering as amomg the top ten cities within Canada to grow a business. The city of Pickering has several manufacturers situated within the city. Among its main companies are: Eco-Tec Inc. (industrial chemical recovery and water purification systems), PSB Speakers - Lenbrook (stereo machines), Hubbell Canada (electrical equipment), Canadian headquarters of Purdue Pharma (pharmaceuticals and health & beauty products), and Yorkville Sound (audio machines). The city of Pickering is even the location of Pickering Nuclear Generating Station. Its original station opened in the year 1971 and had four reactors, and during 2001, OPG7 Commemorative Turbine was opened on the generating station site. The largest single business in the city is the Ontario Power Generation. Pickering is the founding member of the Durham Strategic Energy Alliance or otherwise referred to as DSEA, and it concentrated on the companies of Areva, Eco-Tec, AECL, Intellimeter, Veridian, Wardrop Engineering, as well as Ontario Power Generation.   More