Case Study: Using a Family Trust and Estate Freeze to Preserve Multi-Generational Wealth in Ontario
Rick and Cindy came to me in their late 50s after the sale of Rick’s business. They had three children, two of whom were already working while their youngest was finishing university. Their assets included approximately $3.7 million in stocks and bonds and an industrial rental property worth about $3.2 million.
May 21, 2026