You can build real wealth. A business. A cottage. A portfolio. And still have no clear answer to one question: What happens when you are not the one holding it all together?
Wealth transfer is rarely a paperwork problem. It is a coordination problem:
- Your will might say one thing.
- Your corporate structure might say another.
- Your beneficiary designations might say something else entirely.
- And the CRA will happily fill in the gaps you leave behind.
- That’s where the Vanno Ort & Paul Jarvie team comes in.
We act as the central connector. We work with your accountant and lawyer to join the dots between tax strategy, legal documents, corporate ownership, insurance, and the way your family actually lives.
So your wealth moves with intention, not friction.
What we help you solve
- How to pass on the family cottage without creating a tax shock
- How to transfer a business without chaos, confusion, or a rushed sale
- How to support adult children during your lifetime without guessing
- How to use trusts, gifting, and insurance to create clarity and liquidity
- How to prepare heirs for responsibility, not just receipt
Long-range strategy that grows with your family
A good wealth transfer plan is not something you draft once and then forget in a drawer. It is a long-range strategy that moves as life moves.
We check in as your world changes: new grandchildren, a business sale, a diagnosis in the family, a major purchase, or a change in tax rules. Because we already understand your full picture, it is easier to see the ripple effects and adjust. That could mean:
- Updating wills and beneficiary designations
- Tweaking how and when children receive funds
- Aligning your charitable giving with tax planning
- Revisiting whether ownership should shift to the next generation sooner rather than later