We Can Help
Helping Canadian Families Protect What Matters Most — Including the Family Cottage
Clarity around estate planning, tax exposure, and multi-generational transitions — so your wealth brings unity, not stress.
Our story begins with our own family. We’ve navigated unexpected health events and the transition of a family cottage. Let us help you approach these decisions with structure and confidence
Estate & Cottage Transition Planning
If something were to happen, or if your cottage were to pass to the next generation, would your family be prepared?
We help families address capital gains tax exposure, ownership structure, fairness between children and long-term sustainability of family properties
Insurance Planning
Life insurance plays an important role in estate equalization and tax liquidity — especially when cottages or private corporations are involved.
We specialize in solutions for families who need thoughtful, customized coverage, including those with health considerations.
Wealth & Tax Strategy
Building wealth is one part of the equation. Preserving it — and transferring it wisely — is another.
We integrate investment management with estate and tax planning so your long-term strategy supports both your lifestyle and your legacy goals
HOW HEALTHY IS YOUR PLAN?
TAKE THE ESTATE ORGANIZER ASSESSMENT
If something were to happen to you today, would your family have all the tools to step in and manage your affairs?
If there were a rapid shift in your health or mobility, what might be different?
Discover how well your estate an personal care plan is organized in just minutes.
You will also get valuable feedback on your documents, assets, and final needs.
Our Clients
You are in good company!
Hundreds of extremely satisfied clients!
Once I had kids I knew I had to change my focus to ensure my family was well taken care of. KB helped my husband and I setup our life insurance, critical illness and disability as well as RESPs for our kids. He is professional, service oriented and it was an all-round great experience. He truly cares about ensuring our family is well taken care of. I would highly recommend KB.
Working with KB has brought me peace of mind in knowing that my family will be well taken care of.
KB helped me and my family organize our finances and estate planning and even helped me set up nest-egg accounts for my grandkids. I was so happy that I keep sending him new clients!
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