Day: June 25, 2026

Bill came to me after inheriting a company and trust structure from his father. The inherited assets carried approximately $1.25 million of deferred capital gains tax liability. Bill was financially secure and did not need the assets for his own lifestyle. Instead, he wanted to preserve the wealth for his children and grandchildren while preventing future tax liabilities from growing even larger.

Mike came to me at age 67 shortly after remarrying. He owned a successful manufacturing company valued at approximately $8 million. His other assets included $900,000 in RRSPs, a home worth $1.8 million, and rental properties valued at approximately $4 million.