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Estate Planning Professionals

Estate, gift, and trust planning for business owners and high-net-worth families — succession design, wealth transfer, and related tax strategy.

5 professionals listed

Showing 1-5 of 5

Booke & Partners

Booke Partners Team · CPA

Winnipeg, Manitoba · Canada

Booke & Partners is a Winnipeg-based chartered professional accounting firm providing assurance, tax, and estate planning services to private businesses and professionals in Manitoba.

Audit & AssuranceTax ServicesBusiness Advisory+1 more

Calvista LLP

Calvista Partners · CPA

Calgary, Alberta · Canada

Calvista LLP is a Calgary boutique CPA firm providing integrated tax, estate planning, assurance, and advisory services to entrepreneurs and professional corporations.

Tax ServicesAudit & AssuranceBusiness Advisory+1 more

Crowe Soberman LLP

Crowe Soberman Partners · Chartered Professional Accountants

Toronto, Ontario · Canada

Crowe Soberman LLP is a Toronto-based accounting and advisory firm providing audit, tax, and business advisory services to privately owned companies, not-for-profits, and high-net-worth individuals as part of the Crowe Global network.

Tax ServicesAudit & AssuranceBusiness Advisory+1 more

Sensus LLP

Sensus Partners · Chartered Professional Accountants

Edmonton, Alberta · Canada

Sensus LLP is an Edmonton CPA firm delivering tax, assurance, estate planning, and advisory services to owner-managed enterprises and professional corporations.

Audit & AssuranceTax ServicesBusiness Advisory+1 more

Zeifmans LLP

Zeifmans Partners · CPA, Chartered Professional Accountants

Toronto, Ontario · Canada

Zeifmans is a mid-sized Toronto accounting firm offering tax planning, audit and assurance, estate planning, and cross-border advisory services to entrepreneurs and privately held businesses.

Tax ServicesAudit & AssuranceBusiness Advisory+1 more

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