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

NewsTax Changes
October 21, 2019

Tax Ticklers

CRA’s limited review of corporate tax return projects have a reassessment rate of approximately 40%. In the past few years, these projects have focused on areas such as automobile expenses,…
NewsTax Changes
October 21, 2019

Zero Emission Vehicles – Personal and Corporate Incentives

On April 17, 2019, Transport Canada released details on the purchase incentive of up to $5,000 for zero-emission vehicles as originally proposed in the 2019 Budget. The incentive will apply…
Rolfe Benson light blue backgroundNews
October 20, 2019

Anxiety, Depression and Phobias: Disability Tax Credit

In an April 3, 2019 Tax Court of Canada case, at issue was whether the impact of an individual’s mental impairment entitled her to the disability tax credit (DTC). The…

Want To Work With Us?

Get in touch with a Rolfe Benson advisor today.

Contact Us

Sign up for our newsletter

Each issue contains tax insights and valuable resources.


By submitting this form, you are consenting to receive marketing emails from: Rolfe, Benson LLP. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact