Personal Tax, Estate and Wealth Planning

Developing tax effective strategies to extend your wealth

Our priority is to understand your overall financial affairs and planning so we can identify tax strategies that help you achieve your goals.

Our Personal Tax services include:

  • Planning your estate to diminish income tax and probate fees at death
  • Effective income splitting strategies
  • Intra-family gifting and generation skipping
  • Reviewing existing wills and advising on tax matters to update your will

Contact us

Luigi De Rose

Luigi De Rose

Tax Partner, PwC Canada

Tel: 905 418 3421

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Contact us

Sabrina Fitzgerald

Sabrina Fitzgerald

National Tax Leader, PwC Canada