Trusts & Estates
Our trust and estate services are built around taking care of the entire process including estate planning, filing the deceased’s final tax return, filing estate tax returns and obtaining clearance certificates. We understand that a death of a family member or friend is a difficult time so we take care of the compliance requirements and provide support.
Our estate services are built around taking care of the entire process from effective estate planning, filing the deceased’s final tax return, filing estate tax returns if required, to obtaining clearance for the estate. We understand that a death of a friend or family member is a difficult time so we take care of the compliance requirements so you don’t have to worry about it.
In addition to estate services, we also provide strategic planning services utilizing trusts. Whether the objective is tax minimization, asset protection, privacy, or reducing probate fees, implementing a trust can be an important element of your business, retirement, or estate plan.
The integration between our trusts and estate services, our business and individual tax services, and our family office services helps us create more efficient corporate structures and enhances our estate and succession planning.
How can I pass on my wealth the most tax efficient manner?
Comprehensive estate planning
- Multi-generational planning strategies
- Tax and probate fee minimization
- Cash flow models
Should I be using trusts in my corporate structure or estate plan?
Executing and maintaining trusts
- Asset protection
- Tax and probate fee minimization
- Privacy concerns
What are the filing requirements for trusts and estates?
- Trust and estate tax returns
- Detailed trust and estate accounting
- Representation with the CRA
Need some help?
Here are helpful resources for your business:
”Our family has worked with Mike Dickson for over 30 years. Dickson CPAs have a wealth of expertise in estate and tax planning that is invaluable to our family. We consider them to be a partner in all our financial and estate planning. The advice they provide is always sound, thoughtfully considered and tailored to each unique situation. We trust Mike and the team and highly recommend them to others looking for comprehensive tax advice.“
Alix Cameron and Susie Stewart
Appin Investments and the Stewart Family Trust
”For over 35 years Dickson CPAs has worked with our business. In addition to preparing our year-end financial statements and tax filings, they have helped us with financial planning, business evaluations, business acquisitions, multi-generational business succession, and mergers. I would recommend Dickson CPAs for their expertise, discretion, and professionalism.“
Colin Mann, CFO
Don Mann Excavating
”Mike Dickson’s advice and experience has been invaluable to us. The team at Dickson CPAs is excellent, and manage our account accurately, professionally, and in great detail. I would highly recommend Dickson CPAs to other business owners.“
D’arcy Hipwell, President
The Bottle Depot
”I have been working with Mike Dickson and the team at Dickson CPAs for over ten years. They have been instrumental in helping me with my business structure and tax planning. Their professional opinion is excellent and honest, and I thank them for my success as they are great advisors.“
”We are a family owned 3rd generation business that has been operating for over 45 years. Thunderbird Insurance's founder Gene Potvin started dealing with Mike Dickson back in the 1980's and we continue to rely on Mike and his team for their expert guidance and knowledge for all these years and generations of our family.“
Jim Potvin, Senior Partner
”I am pleased to recommend Dickson CPAs for both business and personal financial advice. For over ten years Mike, Kim and the Dickson team have been instrumental in helping me grow my business and plan for my family’s future.“
Sarah Angus, CEO
Angus One Professional Recruitment Ltd.
”Dickson CPAs have been part of our family business success for over 35 years. Mike has guided the Bolen family through successful growth and expansions through the years. Mike and Leah have helped us navigate succession and estate planning. When any business or estate planning concerns come up, Mike helps you to see the issue clearly. It is comforting to know he has dealt with complex issues before and can quickly assist us.“
Samantha Holmes, Owner
”Kim and the team at Dickson CPAs have helped guide both my husband and I through setting up and running our first years as a Professional Corporation. We both highly recommend Dickson CPAs for their accessibility and guidance through the process. I also love their online tax forms which makes putting together my taxes each year much easier!“
Dr. Keira Dheensaw
”I would highly recommend Dickson CPAs because I feel taken care of. They are knowledgeable, accurate and provide service on a more personable level. Dickson CPAs have helped me through a separation and division of existing assets. Mike helped me establish fair values for assets. He also helped me set up a new company while navigating tax implications to minimize costs and he continues to give me options for moving forward with business and personal decisions and purchases.“
BRE Holdings Ltd. and BRE Family Trust
”We have worked with Mike and his team for the past 15 years. Dickson CPAs have been a big part of our firm’s success assisting us with tax planning, corporate share structure, growth strategies and mergers. We rely on their guidance and advice when making any significant financial decision.“
Allan Hart, President
Coast Claims Insurance Services
”I am pleased to recommend Dickson CPAs to any business owner. Over the past 10 years, Mike and the team have been able to do our year end financials, assist in bank funding, accounting systems, tax advice, and acquisition guidance and proposals. They are very competent, timely, and an absolute pleasure to deal with on all business challenges.“
Alan McGillivray, Owner
Prince of Whales Whale Watching
”Dickson CPAs has helped give me clarity and understanding on items and issues regarding all aspects of taxes and financial planning. They have been a huge benefit to my companies and personally. They have an open, honest approach and always respond to my inquiries, and this helps when having to make important financial decisions. I would not hesitate to recommend Dickson CPAs to anyone.“
GT Mann Contracting
”Dickson CPAs has been there supporting us on financial matters for over 30 years. Their insights into capital and wealth management have been invaluable for both our business and personal success. They have acted as our trusted advisor, always providing thoughtful and sound advice. Dickson CPAs is not just our accounting firm, but a highly valued team member.“
Steve Nagy, CEO
Graphic Office Interiors Ltd.
”Farhill Engineering Ltd. has engaged Dickson CPAs since we started our business in 2016. They have provided excellent service and are committed to helping our business grow. I appreciate their personal oversight and involvement when looking after our interests. Mike and Leah both take the time to review our year and explain our current business situation and the potential ramifications of the decisions we choose to make.“
Steve Malkow, CEO
Farhill Engineering Ltd.
Helping businesses like yours
Our mission is to be a trusted advisor to our clients by understanding their needs and providing them with high-quality services delivered in an efficient and innovative manner. See what other businesses have to say about us!