Our Services

Estate planning that adjusts over time as your needs change.

Our Estate Planning Services

We provide a review of your overall financial picture including personal and corporate matters to create an Estate Plan. The Rolfe Benson team:

  • Outlines plan elements that not only serve as a basis for moving forward but can adjust over time as your needs change
  • Gathers a team of curated professionals including lawyers, insurance and investment advisors where needed
  • Implements the estate plan with oversight from our team of advisors
  • Continues to review, monitor and update the estate plan to meet required changes.

Insight And Resources

NewsRolfe Benson NewsFirm News Summer 2026
August 11, 2026

Firm News Summer 2026

Another busy tax season has come to a close and many of our staff are enjoying some well-earned vacation time. We hope you and your families enjoy all that B.C.…
corporateNewsGlobal Minimum Tax (“GMT”)
August 11, 2026

Global Minimum Tax (“GMT”)

The Global Minimum Tax Act (“GMTA”) was enacted in Canada in 2024 and applies to qualifying multinational enterprise (“MNE”) groups for fiscal years that begin on or after December 31,…
CRA PolicyNewsBill C-15 Enacted
August 11, 2026

Bill C-15 Enacted

Bill C-15, a 638-page omnibus bill that includes measures from Budget 2025 or earlier, received Royal Assent as of 26 March 2026 and has become law. Bill C-15 includes: extension…

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