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Trust in our experience to help you protect what is most important to you.

Understanding generational interests, cultural imperatives and jurisdictional complexities is key to building a tailored estate plan. We strive to structure bespoke, multi-generational estate plans that will accomplish your objectives, taking into account the nature of your assets, whether Canadian or global.
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Successful plans require collaboration among professional advisors, family members and other experts when building the structures and strategies that will underpin your legacy.

We counsel families, individuals, family office advisors, private trust companies, charitable foundations, private equity fund partners and investment companies in transactions involving the preservation and governance of wealth and the transfer of assets.


Some executors and trustees prefer to have us act as their agents on day-to-day administration of estates. We will interact with government representatives and financial institutions on their behalf, providing clients with regular activity reports and advice.


Good communication throughout the estate planning process saves time and produces a better result. This is especially true when clients span geographical locations and advisors offer different areas of expertise. 


If you hold real estate, business interests and other assets in foreign countries, you will need experienced advice with access to trusted professionals. Whether you are immigrating, emigrating, investing or transferring assets across borders, we will ensure that your wills, trusts and estates are structured to address differing tax regimes, with administrative efficiency.


Call us to discuss how we could help you reach your goals.

Areas of Expertise


Best Lawyers Publication name with laurels The Best Lawyers in Canada 6 Best Lawyers Lists six of our lawyers for their Trusts & Estates expertise.
Chambers & Partners Publication name with laurels Chambers & Partners Top Tier Firm & Lawyers Ranks our firm at Band 1 in the area of Private Wealth Law and ranks three of our lawyers, including two as top tier (Band 1).


Client Work

  • ClearEstate secures C$16.8 million Series A funding round,
  • The Superior Court orders the payment of a liquidator’s legal fees by the Estate in the context of a litigation in the liquidation process,
  • ClearEstate raises C$2.5M in seed extension funding round from Torstar Corporation, Triangle Capital Corporation, NAventures and Diagram Ventures,
  • China-based investment group finalizes three limited partnerships to finance the acquisition of student residences in the Waterloo region of Ontario,
  • Liquidator represented during an estate litigation out-of-court settlement,
  • Represented long-lost heirs to obtain their full rights against the Agence du Revenu du Québec,
  • Action for the unenforceability of a trust before the Supreme Court of Canada in the context of a succession, Ongoing since March 2016
  • Liquidator represented in out-of-court settlement negotiations,
  • Successfully represented a liquidator seeking to have his legal fees paid,


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