Service | Business
Protect what you've built, for the people who matter most.
Tax-efficient succession planning, wealth transfer strategies, and business continuity guidance to ensure your legacy is preserved.
Estate PlanningSecure your business legacy
- To startA free 15-minute call
- Rated5.0 on Google
What's Included
Succession & Exit Planning
A clear plan for who takes over your business, when, and how, whether it's family, partners, or a third-party buyer.
Tax-Efficient Wealth Transfer
Strategies to minimize the tax impact when transferring assets to the next generation, including estate freezes.
Business Continuity Planning
Planning for what happens to your business if you're no longer able to run it: management succession, key roles, and operational continuity.
Retirement Income Planning
Strategies to fund your retirement from your business: RRSP, IPP, capital gains exemptions, and corporate investment portfolios.
Is this you?
This service is ideal for
- Business owners approaching retirement without a succession plan
- Families with significant assets and no estate tax strategy
- Business partners who need buy-sell agreements and key person planning
- Anyone who wants to ensure their family and business are protected
In their words
One of our Google reviews, word for word.
“Walla is very competent, knows what she’s doing, and is very helpful. I recommend her services 100% without reservation.”
Getting started is straightforward
Discovery call
We discuss your family situation, business ownership, and what you want your estate plan to accomplish.
Plan development
We develop a comprehensive estate plan covering tax strategy, succession, insurance, and wealth transfer.
Implementation & coordination
We work with your lawyer, insurance advisor, and financial planner to implement every element of the plan.
Talk to us about Estate Planning.
A free 15-minute discovery call with Walla Assaf, CPA. A written scope and fee before any work starts.
Related services
Structure, financing, and strategy for the company itself.
All 13 services
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Incorporation
Federal or provincial incorporation with the right structure from day one.
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Corporate Restructuring
Corporate restructuring to reduce tax exposure, protect assets, and prepare for succession.
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Business Financing Advisory
Lender-ready financial strategy and loan preparation services.
Only need answers? CPA Quick Support, from $99 a month
Let us see if we are the right fit.
A free 15-minute discovery call, no commitment. Walla replies within two business days, either way.
Or call (437) 561-6272 · Monday to Friday, 9 to 5 (Eastern)