Estate Freeze
Estate freeze planning — lock in today’s value, pass on future growth.
Book a Confidential ConsultationOverview
An estate freeze lets a business owner “freeze” the current value of their company and pass future growth to the next generation or a family trust — often deferring tax and multiplying access to the Lifetime Capital Gains Exemption. It is one of the most powerful tools available to incorporated Ontario families.
We explain estate freezes in plain English, model the numbers, and coordinate the reorganization with your accountant and lawyer so it is done correctly and stays onside with CRA.
- Freeze Today’s Value
- Shift Future Growth to Heirs
- Reduce Future Estate Tax
How we work with you
Assess the fit
We review your corporate structure and value to confirm whether a freeze makes sense for you.
Design the freeze
We model share exchanges, a possible family trust, and the tax and control implications.
Implement with your team
We coordinate the reorganization with your accountant and lawyer.
Monitor & adjust
We keep the structure aligned as your business and the rules evolve.
Frequently asked questions
Let’s talk about your situation
Book a confidential, obligation-free conversation. We serve Mississauga, Brampton and families across Ontario — by video or in person, by appointment.
Book a Consultation