Our Work Gallery
We've spent 18 years helping folks in Ottawa and beyond sort out the mess that's estate planning. Not flashy work. Nobody takes Instagram photos of a solid will. But when families actually *know* what's happening? That's the good stuff. Here's what our clients have trusted us with.
The Henderson Family Restructure
Three adult kids. Two ex-spouses. One farmhouse everyone wanted. We fixed it. Nobody sued us, which counts as a win.
Family Estates
Miller Manufacturing Handoff
Built a 12-year transition plan so the founder could actually retire. His daughter didn't burn it all down. Mission accomplished.
Business Succession
The Investment Property Portfolio (Sarah's Story)
Seven rental units across Manitoba. One brilliant tax strategy. Sarah's now paying about a third less to the government. Legal, obviously.
Tax-Optimized Plans
Blended Family Navigation
Second marriage. His kids. Her kids. Their debt. We sorted priorities and stopped the in-law tension before it started. Mostly.
Special Circumstances