Trusted Estate Planning Services

Ted Pollock CPA CA CFP

Every estate tells a story of hard work, family, and the choices you’ve made along the way. Our estate planning service focuses on creating a strategy that honours your wishes and reduces stress for your loved ones. From updating wills to structuring family business transitions, we create practical plans that protect your wealth long after you’re gone.

Create a Plan That Protects Your Legacy

A strong estate plan starts with understanding your full financial picture. We work closely with you and your legal advisors to ensure that every part of your plan, from wills and trusts to corporate structures, is aligned with your goals. We help clients:

Review wills, trusts, and beneficiary designations to ensure they’re up to date and tax-efficient

Coordinate with lawyers and financial planners to align estate and tax strategies

Clarify how assets such as real estate, business shares, or investments will be distributed

Identify opportunities to simplify estate administration and reduce the tax burden on heirs

Plan for Family and Business Succession

For many of our clients, estate planning also involves preparing the next generation to take over a family business or farm. Ted brings decades of experience in succession strategy and intergenerational planning to help families transition smoothly. We can help you:

Develop a succession plan that balances family relationships with financial realities

Use estate freezes and share structures to transfer ownership tax-efficiently

Apply the capital gains exemption to eligible small-business or farm property

Manage buy-sell or shareholder agreements that protect both current and future owners

Each plan is tailored to your unique family dynamics and financial goals, ensuring fairness, clarity, and long-term stability.

Reduce Tax and Protect Family Wealth

We take a proactive approach to tax and estate integration, helping you make strategic decisions now that can save your beneficiaries time and money later. That means reviewing how your investments, insurance, and real estate holdings interact with your estate — and planning for liquidity to cover any final tax obligations.

We’ll also help you consider tools such as insurance for estate equalization, trusts for asset protection, and charitable giving strategies that reflect your personal values while optimizing tax outcomes.

Related Services

Explore additional areas of expertise that complement your estate plan:

Retirement Planning

Integrate your estate and retirement goals for a seamless transition

Learn More

Investment & Business Valuation Advisory

Understand the true value of your assets before transfer

Learn More

Corporate Tax & Incorporation

Ensure your business structure supports future succession

Learn More

Let’s Talk

Whether you’re updating your will, planning to transfer a business, or simply want to organize your affairs, we’ll help you build an estate plan that protects what matters most.

Let’s Talk

Whether you’re updating your will, planning to transfer a business, or simply want to organize your affairs, we’ll help you build an estate plan that protects what matters most.

Let’s Talk About Your Retirement Goals

Whether you’re updating your will, planning to transfer a business, or simply want to organize your affairs, we’ll help you build an estate plan that protects what matters most.