As a leading financial planning lawyer based in Toronto with over 22 years of experience, I specialize in estate planning, tax strategies, retirement planning, and asset management for individuals, families, and business owners. I provide personalized strategies to ensure your financial future is secure and your estate is efficiently managed and passed on. My meticulous approach to financial and legal matters ensures that your wealth is protected and optimized.

Why Work With Me?

• Holistic Financial Approach: Combining legal insight with practical financial strategies
• Cross-Border Expertise: Specializing in US-Canada tax matters and cross-border financial issues
• Customized Solutions: Tailoring services to fit each client's unique situation
• Long-Term Relationship Focus: Committed to building lasting relationships and providing ongoing support
• Transparent Communication: Offering clear guidance and timely updates

Pricing and Timeline

• Consultation: CAD 15, delivered within 1 day
• Estate and Retirement Planning: CAD 2,500 Fixed Fee; timeline varies based on complexity
• Cross-Border Tax Planning and Succession: CAD 4,500 Retainer + CAD 400/hour; ongoing support
• Response Time: Typically within 2 hours
• Process Duration: Varies depending on individual needs and service complexity

Process Overview

1. Confidential Consultation

• Discuss your financial and estate planning needs
• Provide immediate advice and assess options

2. Estate and Retirement Planning

• Craft customized wills and estate plans
• Establish trusts and retirement savings strategies
• Implement asset management plans

3. Cross-Border Tax and Succession Planning

• Navigate US-Canada tax matters
• Develop corporate succession strategies
• Offer ongoing support and financial reviews

4. Continuous Communication

• Regular updates and strategy sessions
• 24/7 availability for urgent matters

What You Receive

• Professional legal and financial advice
• Customized estate and retirement planning
• Cross-border tax and asset management strategies
• Ongoing support and guidance
• Dedicated attention throughout the process

Before You Book This Service

Please provide:

• An overview of your financial situation and goals
• Relevant documents (financial statements, existing wills or trusts)
• Your availability for consultation
• Any urgent concerns or deadlines

Note: Services are focused on financial planning and legal matters in Canada.

Specialized Financial Law Service Packages:

Choose the package that best aligns with your financial planning and legal needs. Each package is designed to provide focused support and representation to help you secure your financial future and protect your wealth effectively.