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 News
March 18, 2021

Rolfe Benson News March 2021

Welcome to 2021 and our 63rd year in business in Vancouver. The past 12 months have been a rollercoaster for all of you and we at Rolfe Benson are no…
NewsOnline Activity
March 18, 2021

ONLINE ACTIVITY: CRA Focus on Video Game Streamers and Online Influencers

It has recently been reported that CRA is reviewing social media accounts to see whether video game streamers’ and online influencers’ income is consistent with paid endorsements and other signs…
NewsUnderground Economy
March 18, 2021

UNDERGROUND ECONOMY: Areas of Focus

CRA recently discussed one of their top priorities; identifying those involved in the underground economy and ensuring that they are satisfying their tax obligations. They specifically noted that they are…

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