Retirement and Estate Planning

Wasaga Tax offers a broad range of services to help with your transition in retirement and estate planning. Working together, we will develop a customized plan that meets your particular needs.

If you feel overwhelmed by the process and are unsure of how to begin, we can meet with you to discuss your options and our services. When you've lived in your home for decades, the thought of moving can be a daunting one. And if you are trying to help a parent, it can also be emotional.

Estate planning is the process used to organize one’s affairs so that your goals are achieved both during your lifetime and after your passing. We will assist you in creating a plan that works for you and addresses your personal circumstances and wishes. To ensure your estate continues as a lasting legacy, you will need a suitable and well crafted plan.

Our quest to offer the very best holistic financial planning solutions is evident in our retirement planning where we will assist you in creating a plan that works for you and addresses your personal circumstances and wishes. To ensure your peace of mind throughout retirement, you will need a suitable and well crafted plan.