Cap the Tax Bill Now,
So They Do Not Inherit It.

If your corporation or your property keeps growing, so does the tax bill your family will face one day. An estate freeze locks today’s value to you and passes the future growth to them. I assess whether it fits, what it would cost in tax, and put the strategy in writing. From $2,400, starting with a $500 deposit.

What you’ll receive

A written strategy on whether an estate freeze suits you — and what it means in tax — coordinated with your accountant and lawyer.

Whether a freeze actually suits your situation
The tax consequences, in plain numbers
What passes to the next generation, and when
How it fits with your will and your corporation
Coordinated with your accountant and lawyer
A written strategy you can act on

About the deposit. The $500 deposit secures your place in my schedule and is applied to your fee. It is not refunded if you decide not to go ahead.

The tax bill grows right along with the business. Every year your corporation or your property is worth more, the tax your family will face on it grows too. A freeze caps your share at today’s value and hands the future growth to them. Whether that actually suits you is worth answering properly, before anyone starts drawing up documents. From $2,400, you receive a written strategy, coordinated with your accountant and lawyer.

"Finally, an advisor who explains things clearly and doesn't make me feel like I should already know everything. Joanne is the real deal."

Kim S. — Saskatoon, SK

Start your strategy

Tell me a little to begin. After you submit you can pay the $500 deposit, and I’ll be in touch to arrange our first conversation. All fields marked ✦ are required.

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What is prompting this? ✦

Growing
Corporation

Shares
To Family

Rental
Real Estate

Cottage
Second Home

Tax
At Death

Will
Updating

Not Sure
Yet

Other

Anything you'd like us to know? (optional)

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Request received.

Thank you, . You can pay the $500 deposit on the next page. I will be in touch shortly to arrange our first conversation.

Cap the Tax Bill Now,
So They Do Not Inherit It.

Cap the tax at today’s value

Start your strategy

Request received.

Cap the Tax Bill Now,So They Do Not Inherit It.

Cap the tax at today’s value

Start your strategy

Request received.

Cap the Tax Bill Now,
So They Do Not Inherit It.