Pickering, Ontario   

Wealth Management Firms Pickering

Wealth Management Firms Pickering - Our Wealth Preservation & Estate Litigation Practice assists clients with any issues significantly affecting the interests of an estate, including the preservation and creation of wealth through estate planning, administration and litigation. Dealing with your concerns, and whichever other problems which may impact the estate without your knowledge, is our main responsibility.

Our lawyers are knowledgeable in planning and litigation to help make certain that all issues are dealt with quickly and cost-efficiently. They work closely with you to help assess and handle all the matters that might come up to challenge your plans. Our planning litigation and planning services are based on thorough knowledge of the planning process in order to provide a net benefit for our clients.

Our firm represents a lot of leading charities, offering our services in the incorporation of societies, the establishment of charitable trusts and foundations, and offering recommendation in the administration of non-profits and charities.

For companies, organizations and groups we offer estate planning seminars and for family businesses we provide business succession planning. Group discounts to staff or members of the same corporation or institution are presented.

Estate Planning

The preparation of comprehensive strategies to be able to reduce taxes and other financial burdens on clients' estates is needed to protect beneficiaries from avoidable frustration and expense. We offer assistance with planned giving for charitable purposes.

o Trusts

To be able to enhance wealth preservation and creation, we advise businesses, individuals and institutions on administering, distributing and creating trusts. By working with other lawyers in our firm, accountants, and other business advisors to help to implement and structure trusts to help you attain your future and present requirements. Trusts are powerful, flexible tools that comprise corporate reorganizations, estate freezes, discretionary family trusts, "alter ego" and "joint spousal" trusts, asset-protection, non-resident trusts, and planning for retirement and succession needs.

o Wills Drafting

We can explore all of your alternatives in detail and carefully determine your desires, prior to preparing your will. Our level of care and attention will help to ensure certainty and security for your estate and will help to guarantee that all your desires are fulfilled.

o Estate Planning for Business Owners

Our comprehensive recommendation to business owners ranges from corporate reorganizations and estate freezes to succession planning and shareholders agreements.

o Adult Guardianship - Incapacity Planning

Our personal method to adult guardianship issues is essential for dependent adults and their families. The special needs of these clients require a sensitive touch. Our work consists of representing clients making applications for adult guardianship, and providing suggestion related to the responsibilities of trustees and guardians. We assist with the preparation and use of Representation Agreements and health care directives.

Probate and Administration of Estates

Clients need sound, timely recommendation to provide for immediate needs of family members, conserve estate assets, and deal efficiently with all matters of an estate. We approach the role of Administrator or Executor with the commitment demanded of this responsibility.

There are a number of administrative steps in which we can provide proper administration of your estate. We assist with locating wills; safeguarding, locating and collecting assets; preparation of papers required to acquire Court approval of your appointment as Personal Representative; income taxes and other estate liabilities; preparation and passing of the Personal Representative's Accounts; asset distributions, like land transfers; and administrating ongoing trusts for lifetime beneficiaries or children.

Trust companies, institutions and individuals need recommendation in the administration of estates. To be able to provide you with service guaranteed to be well-coordinated and comprehensive, we work alongside various professionals responsible for trusts, banking, insurance, investments and accounting.

Estate Litigation

We handle challenges like for instance estate litigation arising from contested wills, the Wills Variation Act, constructive trust claims and trust variations. Our Estate Litigators represent clients in every level of court, and in alternative dispute resolutions like for instance mediations.

o Contested Wills and Trusts

Our lawyers are experienced in the lots of disputes that arise from incapacity, improper will execution, poor drafting and undue influence.

o Wills Variation

For those claims that are initiated by disappointed spouses or children, our litigators prepared to represent the estates, claimants and beneficiaries in wills variation claims.

o Constructive Trust Claims

Our teams of lawyers can prosecute and defend in estate litigation issues including constructive trust and unjust enrichment claims.

o Trustee Disputes

In cases of dispute arising from the administration or investment by trustees, trustee compensation, and the passing of trustee accounts, we represent trustees, pension managers, and disappointed beneficiaries.


By offering legal counsel at mediations, or in some cases acting as a mediator, we can resolve disputes related to estate planning, incapacity, elder care or estates.

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Pickering Lawyers

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