You’re wondering:
- How can you smoothly transfer your assets while protecting them from taxes?
- Whether you need a personalized plan to secure your business and family situation.
- Who can guide you through the complex process of estate planning?
- How much can professional advice improve your trusts and estate plans?
You’ll have all the answers within 4 minutes.
I’m Tony, a longtime CPA with businesses across the Greater Toronto Area. I created ACM CPA to help my neighbors in Mississauga secure their financial futures.
I use trusts and estates when I take a proactive approach to protect your assets, minimize your taxes, establish your legacy, and distribute resources to your loved ones. Trusts and estates can be the perfect tool for all this, but you’ll need an expert to configure them.
Enjoy professional advice and personalized solutions for all aspects of estate planning — including trusts, estate administration, and subsequent income tax returns. Whether you’re managing family assets, making sure minor children are cared for, or navigating complex estate conflicts, I’m here to guide you.
I cover all types of legal trusts
A trust should suit your unique situation — that’s my biggest priority. Do you have an idea what type of trust would best suit you? To help you brainstorm, check out the most common types of trusts I set up:
Spousal testamentary trusts
Designed to provide financial security to a surviving spouse, this trust prioritizes a smooth transfer of wealth and minimal taxes.
Business asset trusts
Protect your company’s future; use trusts designed to safeguard business assets and support transferring ownership.
Special needs trusts
Created to protect the financial future of beneficiaries with disabilities, these trusts preserve the recipient’s eligibility for federal government benefits — plus, they address unique care needs.
My proactive approach to estate planning
Let’s break down how I ensure all legal requirements are met while addressing your personalized financial goals:
- Estate administration: I’ll guide you through the administration of estates, including navigating the probate process and managing taxes.
- Powers of attorney: I’ll help you appoint an attorney for property or personal care to ensure your wishes are respected.
- Funeral arrangements: I’ll help you budget provisions for funeral expenses and include them in your estate planning documents. Your loved ones won’t have to worry about it.
- Tax planning: I’ll aim for the most favourable income tax returns and estate taxes while I make a strategic plan for your trusts.
- Certificate of appointment assistance: I help your estate trustees obtain all the necessary legal documents to manage your assets effectively.
- Passings of accounts: Enjoy my complete transparency throughout the estate administration process.
- Alternative dispute resolution: I can assist you in resolving family disputes without dragging in litigation lawyers.
Expect me to work closely with you, providing professional advice to create estate plans that reflect your values and financial priorities.
Why choose me for trusts and estates?
Benefit from my deep knowledge of estate laws and tax strategies. I also employ a team of professionals and have widespread connections with lawyers, executors, notaries, and others you’ll likely need in your estate planning process.
Me vs. other trust and estate services in Mississauga
Unlike other trust and estate service providers, I bring decades of experience as a financial controller, public tax practitioner, and business owner.
My background equips me to approach estate planning from a holistic perspective, balancing the financial, legal, and personal aspects of every client’s unique situation.
Most estate professionals focus solely on their niche. As a Chartered Professional Accountant with entrepreneurial experience, I’ve supported clients across industries and built thriving ventures in both Canada and the United States.
This broad expertise enables me to offer practical, tailored solutions for trusts, estates, and legacy planning.
Credentials you can trust
Our team brings unparalleled expertise to every trust and estate plan, including:
- Chartered Professional Accountant designations, including CPA, CGA, and ACA)
- Memberships in the Canadian Tax Foundation and Investment Funds Institute of Canada.
- Experience in corporate financial management.
- QuickBooks ProAdvisor certifications.
Let us help you protect your legacy and provide for your loved ones.
More business and financial management experience
With my expertise in growing businesses from startup to midsize, and my decades serving families as a public accountant, I bring unique insights to managing assets and estates.
Partner with someone who understands your financial goals from all angles.
Join my
satisfied clients
Look no further for reliable service
Establish your trusts and estate plans, backed by professional advice.
Receive personalized estate plans that secure your legacy and family.
Protect your wealth from taxes and ensure a smooth transfer of assets.
Frequently asked questions about trusts and estates
What is the role of trusts in estate planning?
In estate planning, trusts are legal agreements about how your assets will be managed. You pick your trustee, an individual or corporation responsible for carrying out the procedures in the trust.
Start creating your trusts right now: It’s a proactive approach that offers flexibility in managing your long-term wealth — even if you become unavailable in the future.
A quick overview of the perks of trusts:
- Tax efficiency: Reduce estate administration taxes for yourself, and income taxes for your beneficiaries.
- Ease of transfer: Simplify the process of transferring assets to your beneficiaries.
- Asset protection: Guarantee your business assets and personal wealth go to the right people.
With my experience in estate planning, your trusts will be legally compliant and highly tailored to your ideal family situation.
Is estate planning the same as a will?
No. Although making a will is typically a critical part of estate planning, a will only addresses the distribution of your assets. On a wider scale, estate planning includes trusts, powers of attorney, funeral arrangements, tax strategies, and more.
What is a probate process?
Probates are the government’s public process of verifying a will and distributing a deceased person’s assets. Proper estate planning will greatly minimize the need for probates since your extensive documentation already explains how the court should arrange your assets.
What’s the difference between an executor and a trustee in Ontario?
An executor manages the administration of estates, ensuring that legal requirements are met as you set up agreements. Once those agreements are established and the trust takes effect, the trustee takes charge of enacting all the instructions you specified.
What are the benefits of a revocable living trust?
Revocable living trusts allow you to modify or revoke the agreement if you need to. This helps you maintain control of your assets and adjust the trust if your family situation or financial needs change.
